A detailed history of Berger Financial Group, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Berger Financial Group, Inc holds 50,123 shares of FNDX stock, worth $1.24 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
50,123
Previous 19,224 160.73%
Holding current value
$1.24 Million
Previous $1.38 Million 14.0%
% of portfolio
0.1%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$23.49 - $71.77 $725,817 - $2.22 Million
30,899 Added 160.73%
50,123 $1.19 Million
Q2 2024

Aug 14, 2024

SELL
$63.87 - $67.55 $388,585 - $410,974
-6,084 Reduced 24.04%
19,224 $1.29 Million
Q1 2024

Apr 16, 2024

BUY
$60.89 - $67.39 $1.54 Million - $1.71 Million
25,308 New
25,308 $1.71 Million

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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