Dumont & Blake Investment Advisors LLC Schwab Fundamental U S Large C Transaction History

Dumont & Blake Investment Advisors LLC

  • $352 Million
  • Q3 2024

A detailed history of Dumont & Blake Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 2,827 shares of FNDX stock, worth $70,194. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,827
Previous 7,614 62.87%
Holding current value
$70,194
Previous $509,000 60.31%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Oct 23, 2024
SELL
$65.36 - $71.76 $312,878 - $343,515
-4,787 Reduced 62.87%
2,827 $202,000
Q2 2024

Jul 23, 2024
BUY
$63.87 - $67.55 $177,814 - $188,059
2,784 Added 57.64%
7,614 $509,000
Q1 2024

Apr 17, 2024
BUY
$60.89 - $67.39 $294,098 - $325,493
4,830 New
4,830 $325,000

Others Institutions Holding FNDX

# of Institutions
593
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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