Journey Advisory Group, LLC Schwab Fundamental U S Large C Transaction History

Journey Advisory Group, LLC

  • $836 Million
  • Q2 2024

A detailed history of Journey Advisory Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Journey Advisory Group, LLC holds 96,641 shares of FNDX stock, worth $6.93 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
96,641
Previous 96,879 0.25%
Holding current value
$6.93 Million
Previous $6.53 Million 0.84%
% of portfolio
0.77%
Previous 0.81%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$63.87 - $67.55 $15,201 - $16,076
-238 Reduced 0.25%
96,641 $6.47 Million
Q1 2024

May 09, 2024
SELL
$60.89 - $67.39 $229,494 - $253,992
-3,769 Reduced 3.74%
96,879 $6.53 Million
Q4 2023

Feb 12, 2024
SELL
$53.46 - $62.11 $61,853 - $71,861
-1,157 Reduced 1.14%
100,648 $6.23 Million
Q3 2023

Nov 15, 2023
SELL
$55.81 - $59.78 $146,054 - $156,444
-2,617 Reduced 2.51%
101,805 $5.7 Million
Q2 2023

Aug 09, 2023
BUY
$53.84 - $57.58 $5.62 Million - $6.01 Million
104,422 New
104,422 $6.01 Million

Others Institutions Holding FNDX

# of Institutions
564
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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