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 $993,842. This represents 2.33% of its overall portfolio holdings.

Number of Shares
41,846
Previous 37,496 11.6%
Holding current value
$993,842
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
597
Shares Held
193M
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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