Breakwater Investment Management Schwab Fundamental U S Large C Transaction History

Breakwater Investment Management

  • $234 Billion
  • Q1 2025

A detailed history of Breakwater Investment Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Breakwater Investment Management holds 5,388 shares of FNDX stock, worth $127,480. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,388
Previous 5,388 -0.0%
Holding current value
$127,480
Previous $128 Million 0.3%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 16, 2025
BUY
$23.49 - $71.77 $84,376 - $257,797
3,592 Added 200.0%
5,388 $128 Million
Q1 2024

Jun 13, 2024
BUY
$60.89 - $67.39 $109,358 - $121,032
1,796 New
1,796 $121 Million

Others Institutions Holding FNDX

# of Institutions
691
Shares Held
590M
Call Options Held
0
Put Options Held
117
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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