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

Lantern Wealth Advisors, LLC

  • $154 Billion
  • Q4 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 24,424 shares of FNDX stock, worth $599,609. This represents 0.38% of its overall portfolio holdings.

Number of Shares
24,424
Previous 7,167 240.78%
Holding current value
$599,609
Previous $514 Million 12.45%
% of portfolio
0.38%
Previous 0.36%

Shares

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

Feb 14, 2025
BUY
$23.49 - $71.77 $405,366 - $1.24 Million
17,257 Added 240.78%
24,424 $578 Million
Q3 2024

Nov 14, 2024
BUY
$65.36 - $71.76 $42,745 - $46,931
654 Added 10.04%
7,167 $514 Million
Q2 2024

Aug 14, 2024
BUY
$63.87 - $67.55 $2,874 - $3,039
45 Added 0.7%
6,513 $436 Million
Q1 2024

May 14, 2024
BUY
$60.89 - $67.39 $393,836 - $435,878
6,468 New
6,468 $436 Million

Others Institutions Holding FNDX

# of Institutions
658
Shares Held
578M
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 Lantern Wealth Advisors, LLC Portfolio

Follow Lantern Wealth Advisors, LLC 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 Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantern Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email