Fsa Wealth Management LLC Schwab Fundamental U S Large C Transaction History

Fsa Wealth Management LLC

  • $303 Million
  • Q2 2025

A detailed history of Fsa Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Fsa Wealth Management LLC holds 116 shares of FNDX stock, worth $3,022. This represents 0.0% of its overall portfolio holdings.

Number of Shares
116
Previous 116 -0.0%
Holding current value
$3,022
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2025
BUY
$23.49 - $71.77 $1,573 - $4,808
67 Added 136.73%
116 $2,000
Q3 2024

Nov 14, 2024
SELL
$65.36 - $71.76 $52,614 - $57,766
-805 Reduced 94.26%
49 $3,000
Q1 2024

May 16, 2024
BUY
$60.89 - $67.39 $52,000 - $57,551
854 New
854 $57,000

Others Institutions Holding FNDX

# of Institutions
725
Shares Held
620M
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 Fsa Wealth Management LLC Portfolio

Follow Fsa Wealth 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 Fsa Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsa Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email