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

Lafayette Investments, Inc.

  • $471 Million
  • Q3 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 6,492 shares of FNDX stock, worth $153,276. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,492
Previous 6,290 3.21%
Holding current value
$153,276
Previous $421,000 10.45%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 22, 2024
BUY
$65.36 - $71.76 $13,202 - $14,495
202 Added 3.21%
6,492 $465,000
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
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
Track This Portfolio

Track Lafayette Investments, Inc. Portfolio

Follow Lafayette Investments, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lafayette Investments, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lafayette Investments, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email