Jnba Financial Advisors Schwab Fundamental U S Large C Transaction History

Jnba Financial Advisors

$980 Million
Q3 2024

A detailed history of Jnba Financial Advisors transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Jnba Financial Advisors holds 794 shares of FNDX stock, worth $19,715. This represents 0.01% of its overall portfolio holdings.

Number of Shares

794

Previous 794 -0.0%

Holding current value

$19,715

Previous $53,000 5.66%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	SELL	$53.46 - $62.11 $1,015 - $1,180	-19 Reduced 2.34%	794 $49,000
Q3 2023 Nov 02, 2023	SELL	$55.81 - $59.78 $2,009 - $2,152	-36 Reduced 4.24%	813 $45,000
Q2 2022 Jul 22, 2022	BUY	$49.93 - $59.29 $1,797 - $2,134	36 Added 4.43%	849 $43,000
Q1 2022 Apr 29, 2022	SELL	$55.41 - $59.9 $9,475 - $10,242	-171 Reduced 17.38%	813 $48,000
Q4 2021 Feb 03, 2022	BUY	$54.44 - $58.74 $4,572 - $4,934	84 Added 9.33%	984 $58,000
Q4 2020 Jan 25, 2021	BUY	$37.99 - $45.31 $7,218 - $8,608	190 Added 26.76%	900 $41,000
Q2 2020 Jul 24, 2020	SELL	$29.92 - $40.24 $8,706 - $11,709	-291 Reduced 29.07%	710 $26,000
Q1 2020 May 01, 2020	BUY	$27.15 - $43.59 $27,177 - $43,633	1,001 New	1,001 $31,000

Others Institutions Holding FNDX

# of Institutions

593

Shares Held

193M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Jnba Financial Advisors Schwab Fundamental U S Large C Transaction History