Evergreen Capital Management LLC Schwab Fundamental U S Large C Transaction History

Evergreen Capital Management LLC

  • $2.87 Billion
  • Q4 2024

A detailed history of Evergreen Capital Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Evergreen Capital Management LLC holds 11,223 shares of FNDX stock, worth $278,442. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,223
Previous 10,741 4.49%
Holding current value
$278,442
Previous $770,000 65.58%
% of portfolio
0.01%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$23.49 - $71.77 $11,322 - $34,593
482 Added 4.49%
11,223 $265,000
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $145,304 - $168,814
2,718 Added 33.88%
10,741 $665,000
Q3 2023

Nov 14, 2023
BUY
$55.81 - $59.78 $447,763 - $479,614
8,023 New
8,023 $449,000

Others Institutions Holding FNDX

# of Institutions
656
Shares Held
577M
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 Evergreen Capital Management LLC Portfolio

Follow Evergreen Capital 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 Evergreen Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email