Litman Gregory Wealth Management LLC Schwab Fundamental U S Large C Transaction History

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 18,168 shares of FNDX stock, worth $444,207. This represents 0.04% of its overall portfolio holdings.

Number of Shares
18,168
Previous 4,381 314.7%
Holding current value
$444,207
Previous $314,000 36.94%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Jan 23, 2025
BUY
$23.49 - $71.77 $323,856 - $989,492
13,787 Added 314.7%
18,168 $430,000
Q3 2024

Oct 22, 2024
BUY
$65.36 - $71.76 $3,725 - $4,090
57 Added 1.32%
4,381 $314,000
Q4 2023

Jan 31, 2024
BUY
$53.46 - $62.11 $5,346 - $6,211
100 Added 2.37%
4,324 $267,000
Q2 2023

Aug 09, 2023
BUY
$53.84 - $57.58 $227,420 - $243,217
4,224 New
4,224 $243,000
Q4 2022

Jan 17, 2023
SELL
$48.43 - $56.6 $81,895 - $95,710
-1,691 Reduced 30.16%
3,916 $0
Q2 2022

Jul 21, 2022
BUY
$49.93 - $59.29 $279,957 - $332,439
5,607 New
5,607 $285,000
Q1 2022

May 04, 2022
SELL
$55.41 - $59.9 $220,088 - $237,922
-3,972 Closed
0 $0
Q4 2021

Feb 10, 2022
SELL
$54.44 - $58.74 $22,211 - $23,965
-408 Reduced 9.32%
3,972 $233,000
Q3 2021

Nov 03, 2021
BUY
$52.82 - $56.3 $218,674 - $233,082
4,140 Added 1725.0%
4,380 $236,000
Q2 2021

Jul 27, 2021
SELL
$52.09 - $56.08 $210,078 - $226,170
-4,033 Reduced 94.38%
240 $240,000
Q1 2021

May 10, 2021
BUY
$44.75 - $52.45 $18,258 - $21,399
408 Added 10.56%
4,273 $221,000
Q1 2020

Apr 28, 2020
SELL
$27.15 - $43.59 $81,612 - $131,031
-3,006 Reduced 43.75%
3,865 $121,000
Q4 2019

Jan 30, 2020
BUY
$38.15 - $42.78 $262,128 - $293,941
6,871 New
6,871 $293,000

Others Institutions Holding FNDX

# of Institutions
626
Shares Held
516M
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 Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management 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 Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email