Cfs Investment Advisory Services, LLC Schwab Fundamental U S Large C Transaction History

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q1 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 45,494 shares of FNDX stock, worth $1.06 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
45,494
Previous 17,785 155.8%
Holding current value
$1.06 Million
Previous $421,000 155.11%
% of portfolio
0.1%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$23.03 - $25.01 $638,138 - $693,002
27,709 Added 155.8%
45,494 $1.07 Million
Q4 2024

Jan 21, 2025
BUY
$23.49 - $71.77 $417,769 - $1.28 Million
17,785 New
17,785 $421,000

Others Institutions Holding FNDX

# of Institutions
690
Shares Held
590M
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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