Connecticut Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 4,121 shares of FNDX stock, worth $97,873. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,121
Previous 4,108 0.32%
Holding current value
$97,873
Previous $275,000 7.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
BUY
$65.36 - $71.76 $849 - $932
13 Added 0.32%
4,121 $295,000
Q1 2024

May 01, 2024
BUY
$60.89 - $67.39 $669 - $741
11 Added 0.27%
4,108 $276,000
Q4 2023

Feb 06, 2024
BUY
$53.46 - $62.11 $801 - $931
15 Added 0.37%
4,097 $253,000
Q3 2023

Oct 19, 2023
BUY
$55.81 - $59.78 $781 - $836
14 Added 0.34%
4,082 $228,000
Q2 2023

Jul 25, 2023
BUY
$53.84 - $57.58 $699 - $748
13 Added 0.32%
4,068 $234,000
Q1 2023

Apr 18, 2023
BUY
$52.49 - $57.54 $212,846 - $233,324
4,055 New
4,055 $222,000

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
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