Lafayette Investments, Inc. Schwab Fundamental U S Large C Transaction History

Lafayette Investments, Inc.

  • $437 Million
  • Q2 2024

A detailed history of Lafayette Investments, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lafayette Investments, Inc. holds 6,290 shares of FNDX stock, worth $449,986. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,290
Previous 5,822 8.04%
Holding current value
$449,986
Previous $392,000 7.4%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Jul 31, 2024
BUY
$63.87 - $67.55 $29,891 - $31,613
468 Added 8.04%
6,290 $421,000
Q1 2024

May 09, 2024
BUY
$60.89 - $67.39 $3,714 - $4,110
61 Added 1.06%
5,822 $392,000
Q4 2023

Jan 31, 2024
BUY
$53.46 - $62.11 $2,084 - $2,422
39 Added 0.68%
5,761 $356,000
Q1 2023

Apr 20, 2023
SELL
$52.49 - $57.54 $6,823 - $7,480
-130 Reduced 2.22%
5,722 $314,000
Q3 2022

Oct 28, 2022
BUY
$47.76 - $56.79 $279,491 - $332,335
5,852 New
5,852 $279,000

Others Institutions Holding FNDX

# of Institutions
562
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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