Mezzasalma Advisors, LLC Schwab Fundamental U S Large C Transaction History

Mezzasalma Advisors, LLC

  • $280 Million
  • Q1 2025

A detailed history of Mezzasalma Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Mezzasalma Advisors, LLC holds 52,188 shares of FNDX stock, worth $1.19 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
52,188
Previous 46,833 11.43%
Holding current value
$1.19 Million
Previous $1.11 Million 10.01%
% of portfolio
0.44%
Previous 0.37%

Shares

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

Apr 18, 2025
BUY
$23.03 - $25.01 $123,325 - $133,928
5,355 Added 11.43%
52,188 $1.22 Million
Q4 2024

Jan 28, 2025
BUY
$23.49 - $71.77 $812,800 - $2.48 Million
34,602 Added 282.9%
46,833 $1.11 Million
Q3 2024

Oct 16, 2024
BUY
$65.36 - $71.76 $117,648 - $129,168
1,800 Added 17.26%
12,231 $877,000
Q2 2024

Jul 30, 2024
BUY
$63.87 - $67.55 $666,227 - $704,614
10,431 New
10,431 $698,000

Others Institutions Holding FNDX

# of Institutions
679
Shares Held
579M
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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