Mc Clarren Financial Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Mc Clarren Financial Advisors, Inc.

  • $795 Million
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
SELL
$63.87 - $67.55 $51,862 - $54,850
-812 Reduced 92.48%
66 $58,000
Q1 2024

Jul 26, 2024
BUY
$60.89 - $67.39 $53,461 - $59,168
878 New
878 $60,000
Q4 2023

Feb 02, 2024
BUY
$53.46 - $62.11 $267 - $310
5 Added 0.58%
874 $54,000
Q3 2023

Nov 03, 2023
BUY
$55.81 - $59.78 $223 - $239
4 Added 0.46%
869 $48,000
Q2 2023

Aug 04, 2023
BUY
$53.84 - $57.58 $430 - $460
8 Added 0.93%
865 $49,000
Q1 2023

May 05, 2023
BUY
$52.49 - $57.54 $209 - $230
4 Added 0.47%
857 $47,000
Q4 2022

Jan 30, 2023
BUY
$48.43 - $56.6 $242 - $283
5 Added 0.59%
853 $45,000
Q3 2022

Oct 31, 2022
BUY
$47.76 - $56.79 $40,500 - $48,157
848 New
848 $40,000
Q2 2022

Aug 11, 2022
SELL
$49.93 - $59.29 $41,891 - $49,744
-839 Closed
0 $0
Q1 2022

Apr 29, 2022
BUY
$55.41 - $59.9 $110 - $119
2 Added 0.24%
839 $49,000
Q4 2021

Jan 19, 2022
BUY
$54.44 - $58.74 $272 - $293
5 Added 0.6%
837 $49,000
Q2 2021

Jul 23, 2021
BUY
$52.09 - $56.08 $43,338 - $46,658
832 New
832 $45,000

Others Institutions Holding FNDX

# of Institutions
593
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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