Cape Investment Advisory, Inc. Schwab Fundamental U S Large C Transaction History

Cape Investment Advisory, Inc.

  • $247 Billion
  • Q3 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 265 shares of FNDX stock, worth $6,579. This represents 0.01% of its overall portfolio holdings.

Number of Shares
265
Previous 263 0.76%
Holding current value
$6,579
Previous $17.6 Million 7.91%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$65.36 - $71.76 $130 - $143
2 Added 0.76%
265 $19 Million
Q1 2024

Jun 21, 2024
SELL
$60.89 - $67.39 $35,011 - $38,749
-575 Reduced 68.62%
263 $17.7 Million
Q4 2023

Feb 12, 2024
BUY
$53.46 - $62.11 $30,846 - $35,837
577 Added 221.07%
838 $51.9 Million
Q3 2023

Nov 06, 2023
BUY
$55.81 - $59.78 $3,069 - $3,287
55 Added 26.7%
261 $14.6 Million
Q2 2023

Oct 12, 2023
BUY
$53.84 - $57.58 $53 - $57
1 Added 0.49%
206 $11.9 Million
Q1 2023

Oct 12, 2023
BUY
$52.49 - $57.54 $10,760 - $11,795
205 New
205 $11.3 Million

Others Institutions Holding FNDX

# of Institutions
593
Shares Held
193M
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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