Diversify Advisory Services, LLC Schwab Fundamental U S Large C Transaction History

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025

A detailed history of Diversify Advisory Services, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 9,508 shares of FNDX stock, worth $252,627. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,508
Holding current value
$252,627
% of portfolio
0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$24.38 - $26.34 $231,805 - $250,440
9,508 New
9,508 $252 Million
Q3 2024

Oct 24, 2024
BUY
$65.36 - $71.76 $581,704 - $638,664
8,900 New
8,900 $214 Million

Others Institutions Holding FNDX

# of Institutions
770
Shares Held
629M
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 Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, 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 Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email