Jmg Financial Group, Ltd. Schwab Fundamental U S Large C Transaction History

Jmg Financial Group, Ltd.

  • $2.83 Billion
  • Q3 2024

A detailed history of Jmg Financial Group, Ltd. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 6,221 shares of FNDX stock, worth $149,677. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,221
Previous 5,572 11.65%
Holding current value
$149,677
Previous $373,000 19.57%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$65.36 - $71.76 $42,418 - $46,572
649 Added 11.65%
6,221 $446,000
Q1 2024

Apr 30, 2024
BUY
$60.89 - $67.39 $608 - $673
10 Added 0.18%
5,572 $375,000
Q4 2023

Feb 01, 2024
BUY
$53.46 - $62.11 $297,344 - $345,455
5,562 New
5,562 $344,000
Q2 2022

Jul 26, 2022
SELL
$49.93 - $59.29 $191,032 - $226,843
-3,826 Closed
0 $0
Q1 2022

Apr 27, 2022
BUY
$55.41 - $59.9 $211,998 - $229,177
3,826 New
3,826 $224,000

Others Institutions Holding FNDX

# of Institutions
567
Shares Held
187M
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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