Clear Point Advisors Inc. Schwab Fundamental U S Large C Transaction History

Clear Point Advisors Inc.

$129 Billion
Q3 2024

A detailed history of Clear Point Advisors Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Clear Point Advisors Inc. holds 20,718 shares of FNDX stock, worth $510,905. This represents 1.15% of its overall portfolio holdings.

Number of Shares

20,718

Previous 19,976 3.71%

Holding current value

$510,905

Previous $1.34 Billion 11.12%

% of portfolio

1.15%

Previous 1.1%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$65.36 - $71.76 $48,497 - $53,245	742 Added 3.71%	20,718 $1.49 Billion
Q2 2024 Aug 14, 2024	BUY	$63.87 - $67.55 $12,901 - $13,645	202 Added 1.02%	19,976 $1.34 Billion
Q1 2024 May 15, 2024	BUY	$60.89 - $67.39 $53,765 - $59,505	883 Added 4.67%	19,774 $1.33 Billion
Q4 2023 May 15, 2024	BUY	$53.46 - $62.11 $1.01 Million - $1.17 Million	18,891 New	18,891 $1.17 Billion

Others Institutions Holding FNDX

# of Institutions

606

Shares Held

225M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.

Account

Clear Point Advisors Inc. Schwab Fundamental U S Large C Transaction History