Capital Investment Advisors, LLC Schwab Fundamental U S Large C Transaction History

Capital Investment Advisors, LLC

  • $4.37 Billion
  • Q2 2024

A detailed history of Capital Investment Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 7,553 shares of FNDX stock, worth $528,483. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,553
Previous 7,070 6.83%
Holding current value
$528,483
Previous $476,000 6.09%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$63.87 - $67.55 $30,849 - $32,626
483 Added 6.83%
7,553 $505,000
Q1 2024

Apr 15, 2024
BUY
$60.89 - $67.39 $34,829 - $38,547
572 Added 8.8%
7,070 $476,000
Q4 2023

Jan 05, 2024
BUY
$53.46 - $62.11 $112,212 - $130,368
2,099 Added 47.72%
6,498 $402,000
Q3 2023

Oct 16, 2023
SELL
$55.81 - $59.78 $25,170 - $26,960
-451 Reduced 9.3%
4,399 $246,000
Q2 2023

Jul 11, 2023
BUY
$53.84 - $57.58 $261,124 - $279,263
4,850 New
4,850 $279,000

Others Institutions Holding FNDX

# of Institutions
562
Shares Held
187M
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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