Global Wealth Strategies & Associates Schwab Fundamental U S Large C Transaction History

Global Wealth Strategies & Associates

  • $320 Billion
  • Q4 2024

A detailed history of Global Wealth Strategies & Associates transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 1,731 shares of FNDX stock, worth $42,738. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,731
Previous 575 201.04%
Holding current value
$42,738
Previous $41.3 Million 0.66%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 02, 2025
BUY
$23.49 - $71.77 $27,154 - $82,966
1,156 Added 201.04%
1,731 $41 Million
Q4 2023

Jan 02, 2024
SELL
$53.46 - $62.11 $8,874 - $10,310
-166 Reduced 22.4%
575 $35.6 Million
Q2 2023

Jul 05, 2023
BUY
$53.84 - $57.58 $7,483 - $8,003
139 Added 23.09%
741 $42.7 Million
Q1 2023

Apr 03, 2023
BUY
$52.49 - $57.54 $1,417 - $1,553
27 Added 4.7%
602 $33.1 Million
Q4 2022

Jan 17, 2023
BUY
$48.43 - $56.6 $27,847 - $32,545
575 New
575 $30.7 Million

Others Institutions Holding FNDX

# of Institutions
618
Shares Held
247M
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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