Kiely Wealth Advisory Group, Inc. Schwab Fundamental U S Large C Transaction History

Kiely Wealth Advisory Group, Inc.

  • $158 Billion
  • Q3 2024

A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 3,642 shares of FNDX stock, worth $86,497. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,642
Previous 1,214 200.0%
Holding current value
$86,497
Previous $81.1 Million 10.79%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Nov 14, 2024
BUY
$65.36 - $71.76 $158,694 - $174,233
2,428 Added 200.0%
3,642 $89.9 Million
Q4 2023

Feb 08, 2024
BUY
$53.46 - $62.11 $64,900 - $75,401
1,214 New
1,214 $76.3 Million

Others Institutions Holding FNDX

# of Institutions
597
Shares Held
193M
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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