Coastwise Capital Group, LLC Schwab Fundamental U S Large C Transaction History

Coastwise Capital Group, LLC

  • $121 Million
  • Q3 2024

A detailed history of Coastwise Capital Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 3,244 shares of FNDX stock, worth $77,045. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,244
Previous 3,222 0.68%
Holding current value
$77,045
Previous $215,000 7.91%
% of portfolio
0.19%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$65.36 - $71.76 $1,437 - $1,578
22 Added 0.68%
3,244 $232,000
Q1 2024

May 14, 2024
BUY
$60.89 - $67.39 $196,187 - $217,130
3,222 New
3,222 $217,000

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
Track This Portfolio

Track Coastwise Capital Group, LLC Portfolio

Follow Coastwise Capital Group, 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 Coastwise Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastwise Capital Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email