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

Clearview Wealth Advisors LLC

  • $129 Million
  • Q3 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 41,846 shares of FNDX stock, worth $1.01 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
41,846
Previous 37,496 11.6%
Holding current value
$1.01 Million
Previous $2.51 Million 19.55%
% of portfolio
2.33%
Previous 2.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
567
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
Track This Portfolio

Track Clearview Wealth Advisors LLC Portfolio

Follow Clearview Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email