Kingsview Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 100,818 shares of FNDX stock, worth $2.46 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

100,818

Previous 94,579 6.6%

Holding current value

$2.46 Million

Previous $6.33 Million 14.21%

% of portfolio

0.16%

Previous 0.16%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$65.36 - $71.76 $407,781 - $447,710	6,239 Added 6.6%	100,818 $7.23 Million
Q2 2024 Aug 14, 2024	SELL	$63.87 - $67.55 $26,250 - $27,763	-411 Reduced 0.43%	94,579 $6.33 Million
Q1 2024 May 09, 2024	SELL	$60.89 - $67.39 $95,962 - $106,206	-1,576 Reduced 1.63%	94,990 $6.4 Million
Q4 2023 Feb 08, 2024	SELL	$53.46 - $62.11 $67,306 - $78,196	-1,259 Reduced 1.29%	96,566 $5.98 Million
Q3 2023 Nov 07, 2023	BUY	$55.81 - $59.78 $287,979 - $308,464	5,160 Added 5.57%	97,825 $5.48 Million
Q2 2023 Aug 10, 2023	SELL	$53.84 - $57.58 $86,520 - $92,531	-1,607 Reduced 1.7%	92,665 $5.33 Million
Q1 2023 May 15, 2023	SELL	$52.49 - $57.54 $36,638 - $40,162	-698 Reduced 0.73%	94,272 $5.18 Million
Q4 2022 Feb 13, 2023	BUY	$48.43 - $56.6 $84,607 - $98,880	1,747 Added 1.87%	94,970 $5.08 Million
Q3 2022 Nov 14, 2022	BUY	$47.76 - $56.79 $62,756 - $74,622	1,314 Added 1.43%	93,223 $4.45 Million
Q2 2022 Aug 16, 2022	BUY	$49.93 - $59.29 $4.59 Million - $5.45 Million	91,909 New	91,909 $4.68 Million
Q1 2022 Feb 08, 2024	SELL	$55.41 - $59.9 $3.69 Million - $3.99 Million	-66,578 Reduced 68.95%	29,988 $0

Others Institutions Holding FNDX

# of Institutions

598

Shares Held

206M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Kingsview Wealth Management, LLC Schwab Fundamental U S Large C Transaction History