A detailed history of Delta Asset Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Delta Asset Management LLC holds 90 shares of FNDX stock, worth $6,171. This represents 0.0% of its overall portfolio holdings.

Number of Shares
90
Previous 90 -0.0%
Holding current value
$6,171
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023

BUY
$52.4 - $56.6 $4,716 - $5,094
90 New
90 $4,000
Q1 2022

May 12, 2022

SELL
N/A
-102 Closed
0 $0
Q2 2021

Aug 02, 2021

BUY
N/A
102 New
102 $6,000

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Delta Asset Management LLC Portfolio

Follow Delta Asset Management 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 Delta Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delta Asset Management LLC with notifications on news.