Larson Financial Group LLC Schwab Fundamental U S Large C Transaction History

Larson Financial Group LLC

  • $1.92 Billion
  • Q4 2024

A detailed history of Larson Financial Group LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Larson Financial Group LLC holds 58,301 shares of FNDX stock, worth $1.38 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
58,301
Previous 10,220 470.46%
Holding current value
$1.38 Million
Previous $733,000 88.27%
% of portfolio
0.07%
Previous 0.04%

Shares

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

Feb 07, 2025
BUY
$23.49 - $71.77 $1.13 Million - $3.45 Million
48,081 Added 470.46%
58,301 $1.38 Million
Q3 2024

Nov 12, 2024
SELL
$65.36 - $71.76 $30,980 - $34,014
-474 Reduced 4.43%
10,220 $733,000
Q2 2024

Aug 02, 2024
BUY
$63.87 - $67.55 $397,973 - $420,904
6,231 Added 139.61%
10,694 $716,000
Q1 2024

May 03, 2024
SELL
$60.89 - $67.39 $497,836 - $550,980
-8,176 Reduced 64.69%
4,463 $300,000
Q4 2023

Feb 01, 2024
BUY
$53.46 - $62.11 $402,179 - $467,253
7,523 Added 147.05%
12,639 $782,000
Q3 2023

Nov 03, 2023
BUY
$55.81 - $59.78 $120,884 - $129,483
2,166 Added 73.42%
5,116 $286,000
Q1 2023

May 04, 2023
BUY
$52.49 - $57.54 $85,768 - $94,020
1,634 Added 124.16%
2,950 $162,000
Q3 2022

Nov 03, 2022
BUY
$47.76 - $56.79 $24,357 - $28,962
510 Added 63.28%
1,316 $63,000
Q2 2022

Aug 04, 2022
BUY
$49.93 - $59.29 $35,799 - $42,510
717 Added 805.62%
806 $41,000
Q1 2022

May 05, 2022
BUY
$55.41 - $59.9 $4,931 - $5,331
89 New
89 $5,000
Q1 2020

Apr 09, 2020
SELL
$27.15 - $43.59 $1,493 - $2,397
-55 Closed
0 $0
Q4 2019

Jan 10, 2020
BUY
$38.15 - $42.78 $2,098 - $2,352
55 New
55 $2,000

Others Institutions Holding FNDX

# of Institutions
663
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
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