Clearview Wealth Advisors LLC Schwab Fundamental U S Large C Transaction History

Clearview Wealth Advisors LLC

  • $130 Million
  • Q4 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 128,587 shares of FNDX stock, worth $3.16 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
128,587
Previous 41,846 207.29%
Holding current value
$3.16 Million
Previous $3 Million 1.4%
% of portfolio
2.34%
Previous 2.33%

Shares

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

Jan 24, 2025
BUY
$23.49 - $71.77 $2.04 Million - $6.23 Million
86,741 Added 207.29%
128,587 $3.04 Million
Q3 2024

Oct 15, 2024
BUY
$65.36 - $71.76 $284,316 - $312,156
4,350 Added 11.6%
41,846 $3 Million
Q2 2024

Jul 31, 2024
BUY
$63.87 - $67.55 $2.39 Million - $2.53 Million
37,496 New
37,496 $2.51 Million

Others Institutions Holding FNDX

# of Institutions
658
Shares Held
578M
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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