Elevate Wealth Advisory, Inc Schwab Fundamental U S Large C Transaction History

Elevate Wealth Advisory, Inc

  • $115 Billion
  • Q1 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 3,280 shares of FNDX stock, worth $220,875. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,280
Previous 3,387 3.16%
Holding current value
$220,875
Previous $210 Million 5.36%
% of portfolio
0.19%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$60.89 - $67.39 $6,515 - $7,210
-107 Reduced 3.16%
3,280 $221 Million
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $181,069 - $210,366
3,387 New
3,387 $210 Million

Others Institutions Holding FNDX

# of Institutions
515
Shares Held
183M
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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