J.W. Cole Advisors, Inc. Schwab Fundamental U S Large C Transaction History

J.W. Cole Advisors, Inc.

$2.42 Billion
Q4 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 26,209 shares of FNDX stock, worth $640,810. This represents 0.03% of its overall portfolio holdings.

Number of Shares

26,209

Previous 7,339 257.12%

Holding current value

$640,810

Previous $526,000 17.87%

% of portfolio

0.03%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$23.49 - $71.77 $443,256 - $1.35 Million	18,870 Added 257.12%	26,209 $620,000
Q3 2024 Oct 24, 2024	BUY	$65.36 - $71.76 $130,131 - $142,874	1,991 Added 37.23%	7,339 $526,000
Q2 2024 Aug 08, 2024	BUY	$63.87 - $67.55 $122,630 - $129,696	1,920 Added 56.01%	5,348 $358,000
Q1 2024 Apr 30, 2024	BUY	$60.89 - $67.39 $208,730 - $231,012	3,428 New	3,428 $231,000
Q1 2022 May 16, 2022	BUY	$55.41 - $59.9 $8 Million - $8.65 Million	144,404 New	144,404 $19,000

Others Institutions Holding FNDX

# of Institutions

626

Shares Held

516M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Account

J.W. Cole Advisors, Inc. Schwab Fundamental U S Large C Transaction History