Kingswood Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 17,990 shares of FNDX stock, worth $1.21 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,990
Previous 16,854 6.74%
Holding current value
$1.21 Million
Previous $1.04 Billion 88.38%
% of portfolio
0.01%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$60.89 - $67.39 $69,171 - $76,555
1,136 Added 6.74%
17,990 $121 Million
Q4 2023

Jan 16, 2024
BUY
$53.46 - $62.11 $901,014 - $1.05 Million
16,854 New
16,854 $1.04 Billion

Others Institutions Holding FNDX

# of Institutions
517
Shares Held
183M
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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