Heritage Wealth Advisors Schwab Fundamental U S Large C Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Heritage Wealth Advisors holds 375 shares of FNDX stock, worth $8,872. This represents 0.0% of its overall portfolio holdings.

Number of Shares
375
Previous 125 200.0%
Holding current value
$8,872
Previous $8,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 11, 2025
BUY
$23.49 - $71.77 $5,872 - $17,942
250 Added 200.0%
375 $8,000
Q2 2024

Aug 05, 2024
BUY
$63.87 - $67.55 $5,812 - $6,147
91 Added 267.65%
125 $8,000
Q1 2024

May 08, 2024
SELL
$60.89 - $67.39 $5,540 - $6,132
-91 Reduced 72.8%
34 $2,000
Q4 2023

Feb 09, 2024
BUY
$53.46 - $62.11 $6,682 - $7,763
125 New
125 $7,000

Others Institutions Holding FNDX

# of Institutions
663
Shares Held
578M
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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