Masso Torrence Wealth Management Inc. Schwab Fundamental U S Large C Transaction History

Masso Torrence Wealth Management Inc.

  • $161 Million
  • Q1 2024

A detailed history of Masso Torrence Wealth Management Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 128,999 shares of FNDX stock, worth $8.68 Million. This represents 5.38% of its overall portfolio holdings.

Number of Shares
128,999
Previous 119,864 7.62%
Holding current value
$8.68 Million
Previous $7.42 Million 17.09%
% of portfolio
5.38%
Previous 5.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$60.89 - $67.39 $556,230 - $615,607
9,135 Added 7.62%
128,999 $8.69 Million
Q4 2023

Feb 01, 2024
BUY
$53.46 - $62.11 $6.41 Million - $7.44 Million
119,864 New
119,864 $7.42 Million

Others Institutions Holding FNDX

# of Institutions
517
Shares Held
183M
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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