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

Modera Wealth Management, LLC

  • $6.75 Billion
  • Q2 2024

A detailed history of Modera Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Modera Wealth Management, LLC holds 4,734 shares of FNDX stock, worth $339,427. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,734
Previous 5,629 15.9%
Holding current value
$339,427
Previous $379,000 16.36%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jul 29, 2024
SELL
$63.87 - $67.55 $57,163 - $60,457
-895 Reduced 15.9%
4,734 $317,000
Q1 2024

May 14, 2024
BUY
$60.89 - $67.39 $48,468 - $53,642
796 Added 16.47%
5,629 $379,000
Q3 2023

Nov 30, 2023
SELL
$55.81 - $59.78 $31,811 - $34,074
-570 Reduced 10.55%
4,833 $270,000
Q3 2023

Nov 01, 2023
BUY
$55.81 - $59.78 $725 - $777
13 Added 0.24%
5,403 $302,000
Q2 2023

Aug 07, 2023
BUY
$53.84 - $57.58 $290,197 - $310,356
5,390 New
5,390 $310,000

Others Institutions Holding FNDX

# of Institutions
563
Shares Held
187M
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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