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 $1.13 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
46,833
Previous 12,231 282.9%
Holding current value
$1.13 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
661
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
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