Kovitz Investment Group Partners, LLC Schwab Fundamental U S Large C Transaction History

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 23,022 shares of FNDX stock, worth $571,175. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,022
Previous 23,022 -0.0%
Holding current value
$571,175
Previous $545,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$23.49 - $71.77 $373,843 - $1.14 Million
15,915 Added 223.93%
23,022 $545,000
Q3 2024

Nov 14, 2024
BUY
$65.36 - $71.76 $464,513 - $509,998
7,107 New
7,107 $509,000

Others Institutions Holding FNDX

# of Institutions
654
Shares Held
573M
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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