Jfs Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,851 shares of FNDX stock, worth $40,888. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,851
Holding current value
$40,888
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$23.03 - $25.01 $42,628 - $46,293
1,851 New
1,851 $43,000
Q1 2020

Apr 29, 2020
SELL
$27.15 - $43.59 $3,122 - $5,012
-115 Closed
0 $0
Q3 2019

Oct 31, 2019
BUY
$39.35 - $40.14 $4,525 - $4,616
115 New
115 $5,000

Others Institutions Holding FNDX

# of Institutions
675
Shares Held
579M
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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