Balasa Dinverno & Foltz LLC Schwab Fundamental U S Large C Transaction History

Balasa Dinverno & Foltz LLC

  • $1.58 Billion
  • Q3 2022

A detailed history of Balasa Dinverno & Foltz LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 6,797 shares of FNDX stock, worth $167,749. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,797
Previous 6,797 -0.0%
Holding current value
$167,749
Previous $346,000 6.07%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 07, 2020
SELL
$29.92 - $40.24 $164,171 - $220,796
-5,487 Reduced 44.67%
6,797 $250,000
Q3 2019

Nov 06, 2019
BUY
$39.35 - $40.14 $483,375 - $493,079
12,284 New
12,284 $486,000

Others Institutions Holding FNDX

# of Institutions
601
Shares Held
220M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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