Cliftonlarsonallen Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 10,634 shares of FNDX stock, worth $251,813. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,634
Previous 15,991 33.5%
Holding current value
$251,813
Previous $378,000 34.39%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Apr 16, 2025
SELL
$23.03 - $25.01 $123,371 - $133,978
-5,357 Reduced 33.5%
10,634 $248,000
Q4 2024

Jan 14, 2025
BUY
$23.49 - $71.77 $375,628 - $1.15 Million
15,991 New
15,991 $378,000

Others Institutions Holding FNDX

# of Institutions
691
Shares Held
590M
Call Options Held
0
Put Options Held
117
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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