M&R Capital Management Inc Schwab Fundamental U S Large C Transaction History

M&R Capital Management Inc

  • $445 Million
  • Q3 2024

A detailed history of M&R Capital Management Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, M&R Capital Management Inc holds 279 shares of FNDX stock, worth $6,712. This represents 0.0% of its overall portfolio holdings.

Number of Shares
279
Previous 276 1.09%
Holding current value
$6,712
Previous $18,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 02, 2024
BUY
$65.36 - $71.76 $196 - $215
3 Added 1.09%
279 $20,000
Q1 2024

Apr 02, 2024
SELL
$60.89 - $67.39 $426 - $471
-7 Reduced 2.47%
276 $18,000
Q4 2023

Jan 02, 2024
BUY
$53.46 - $62.11 $53 - $62
1 Added 0.35%
283 $17,000
Q3 2023

Oct 10, 2023
BUY
$55.81 - $59.78 $111 - $119
2 Added 0.71%
282 $15,000
Q2 2023

Jul 05, 2023
BUY
$53.84 - $57.58 $15,075 - $16,122
280 New
280 $16,000

Others Institutions Holding FNDX

# of Institutions
567
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
Track This Portfolio

Track M&R Capital Management Inc Portfolio

Follow M&R Capital Management 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 M&R Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on M&R Capital Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email