Iron Horse Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Iron Horse Wealth Management, LLC

  • $276 Million
  • Q4 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 2,127 shares of FNDX stock, worth $52,770. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,127
Previous 709 200.0%
Holding current value
$52,770
Previous $50,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 27, 2025
BUY
$23.49 - $71.77 $33,308 - $101,769
1,418 Added 200.0%
2,127 $50,000
Q2 2024

Jul 22, 2024
BUY
$63.87 - $67.55 $45,283 - $47,892
709 New
709 $47,000

Others Institutions Holding FNDX

# of Institutions
644
Shares Held
546M
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
Track This Portfolio

Track Iron Horse Wealth Management, LLC Portfolio

Follow Iron Horse Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Horse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Horse Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email