Imprint Wealth LLC Schwab Fundamental U S Large C Transaction History

Imprint Wealth LLC

$412 Billion
Q1 2024

A detailed history of Imprint Wealth LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Imprint Wealth LLC holds 16,994 shares of FNDX stock, worth $421,621. This represents 0.28% of its overall portfolio holdings.

Number of Shares

16,994

Holding current value

$421,621

% of portfolio

0.28%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$60.89 - $67.39 $1.03 Million - $1.15 Million	16,994 New	16,994 $1.14 Billion
Q2 2023 Aug 15, 2023	BUY	$53.84 - $57.58 $619,913 - $662,976	11,514 New	11,514 $11.5 Million

Others Institutions Holding FNDX

# of Institutions

654

Shares Held

573M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

393M
Shares

$9.75 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

14.9M
Shares

$371 Million
1.03% of portfolio
Signature Estate & Investment Advisors LLC

10.4M
Shares

$258 Million
6.25% of portfolio
Mc Adam, LLC

9.11M
Shares

$226 Million
11.9% of portfolio
Steele Capital Management, Inc. Dubuque, IA

5.98M
Shares

$148 Million
7.37% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

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