Fin Trust Capital Advisors, LLC Schwab Fundamental U S Large C Transaction History

Fin Trust Capital Advisors, LLC

  • $577 Million
  • Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 6,740 shares of FNDX stock, worth $164,793. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,740
Previous 6,674 0.99%
Holding current value
$164,793
Previous $447,000 8.05%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 11, 2024
BUY
$65.36 - $71.76 $4,313 - $4,736
66 Added 0.99%
6,740 $483,000
Q2 2024

Jul 24, 2024
BUY
$63.87 - $67.55 $2,107 - $2,229
33 Added 0.5%
6,674 $447,000
Q3 2023

Oct 24, 2023
SELL
$55.81 - $59.78 $98,727 - $105,750
-1,769 Reduced 21.03%
6,641 $371,000
Q4 2022

Feb 14, 2023
BUY
$48.43 - $56.6 $237,064 - $277,057
4,895 Added 139.26%
8,410 $449,000
Q3 2022

Oct 20, 2022
BUY
$47.76 - $56.79 $167,876 - $199,616
3,515 New
3,515 $178,000

Others Institutions Holding FNDX

# of Institutions
626
Shares Held
516M
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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