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

Mezzasalma Advisors, LLC

  • $297 Million
  • Q4 2024

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 46,833 shares of FNDX stock, worth $1.11 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
46,833
Previous 12,231 282.9%
Holding current value
$1.11 Million
Previous $877,000 26.45%
% of portfolio
0.37%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
663
Shares Held
578M
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 Mezzasalma Advisors, LLC Portfolio

Follow Mezzasalma Advisors, LLC 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 Mezzasalma Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mezzasalma Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email