Global Retirement Partners, LLC Schwab Fundamental U S Large C Transaction History

Global Retirement Partners, LLC

  • $3.25 Billion
  • Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Global Retirement Partners, LLC holds 42,286 shares of FNDX stock, worth $1.03 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
42,286
Previous 39,704 6.5%
Holding current value
$1.03 Million
Previous $2.66 Million 14.1%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 16, 2024
BUY
$65.36 - $71.76 $168,759 - $185,284
2,582 Added 6.5%
42,286 $3.03 Million
Q2 2024

Jul 23, 2024
BUY
$63.87 - $67.55 $547,238 - $578,768
8,568 Added 27.52%
39,704 $2.66 Million
Q1 2024

Apr 23, 2024
BUY
$60.89 - $67.39 $728,609 - $806,388
11,966 Added 62.42%
31,136 $2.1 Million
Q4 2023

Jan 18, 2024
BUY
$53.46 - $62.11 $458,312 - $532,469
8,573 Added 80.9%
19,170 $1.19 Million
Q3 2023

Oct 13, 2023
BUY
$55.81 - $59.78 $351,826 - $376,853
6,304 Added 146.84%
10,597 $593,000
Q2 2023

Jul 20, 2023
BUY
$53.84 - $57.58 $201,469 - $215,464
3,742 Added 679.13%
4,293 $247,000
Q1 2023

May 05, 2023
BUY
$52.49 - $57.54 $17,899 - $19,621
341 Added 162.38%
551 $30,000
Q3 2022

Nov 03, 2022
SELL
$47.76 - $56.79 $1,241 - $1,476
-26 Reduced 11.02%
210 $11,000
Q2 2022

Jul 15, 2022
BUY
$49.93 - $59.29 $1,298 - $1,541
26 Added 12.38%
236 $12,000
Q1 2022

Jul 14, 2022
BUY
$55.41 - $59.9 $11,636 - $12,579
210 New
210 $11,000
Q2 2020

Jul 13, 2020
SELL
$29.92 - $40.24 $16,964 - $22,816
-567 Closed
0 $0
Q1 2020

Apr 28, 2020
BUY
$27.15 - $43.59 $15,394 - $24,715
567 New
567 $18,000

Others Institutions Holding FNDX

# of Institutions
598
Shares Held
206M
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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