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 $451,870. This represents 0.28% of its overall portfolio holdings.

Number of Shares

16,994

Holding current value

$451,870

% 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

751

Shares Held

623M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

402M
Shares

$10.7 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$434 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$233 Million
32.39% of portfolio
Mc Adam, LLC

8.75M
Shares

$233 Million
11.55% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$216 Million
0.05% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
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