Francis Financial, Inc. Schwab Fundamental U S Large C Transaction History

Francis Financial, Inc.

  • $402 Million
  • Q4 2024

A detailed history of Francis Financial, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Francis Financial, Inc. holds 20,787 shares of FNDX stock, worth $515,725. This represents 0.12% of its overall portfolio holdings.

Number of Shares
20,787
Previous 8,183 154.03%
Holding current value
$515,725
Previous $587,000 16.18%
% of portfolio
0.12%
Previous 0.17%

Shares

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

Feb 14, 2025
BUY
$23.49 - $71.77 $296,067 - $904,589
12,604 Added 154.03%
20,787 $492,000
Q2 2024

Jul 12, 2024
BUY
$63.87 - $67.55 $522,648 - $552,761
8,183 New
8,183 $548,000

Others Institutions Holding FNDX

# of Institutions
654
Shares Held
573M
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 Francis Financial, Inc. Portfolio

Follow Francis Financial, Inc. 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 Francis Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Francis Financial, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email