Meridian Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Meridian Wealth Management, LLC

  • $2.03 Billion
  • Q1 2025

A detailed history of Meridian Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 123,484 shares of FNDX stock, worth $3.06 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
123,484
Previous 126,471 2.36%
Holding current value
$3.06 Million
Previous $2.99 Million 2.64%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$23.03 - $25.01 $68,790 - $74,704
-2,987 Reduced 2.36%
123,484 $2.92 Million
Q4 2024

Feb 06, 2025
BUY
$23.49 - $71.77 $1.97 Million - $6.03 Million
84,042 Added 198.08%
126,471 $2.99 Million
Q3 2024

Nov 12, 2024
BUY
$65.36 - $71.76 $2.77 Million - $3.04 Million
42,429 New
42,429 $3.04 Million
Q4 2023

Feb 08, 2024
SELL
$53.46 - $62.11 $2.13 Million - $2.47 Million
-39,797 Reduced 50.03%
39,753 $2.46 Million
Q3 2023

Oct 17, 2023
BUY
$55.81 - $59.78 $4.44 Million - $4.76 Million
79,550 New
79,550 $4.45 Million

Others Institutions Holding FNDX

# of Institutions
693
Shares Held
591M
Call Options Held
0
Put Options Held
117
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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