Morris Financial Concepts, Inc. Schwab Fundamental U S Large C Transaction History

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 5,194 shares of FNDX stock, worth $123,513. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,194
Previous 5,494 5.46%
Holding current value
$123,513
Previous $367,000 1.36%
% of portfolio
0.16%
Previous 0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$65.36 - $71.76 $19,608 - $21,528
-300 Reduced 5.46%
5,194 $372,000
Q2 2024

Jul 29, 2024
SELL
$63.87 - $67.55 $9,197 - $9,727
-144 Reduced 2.55%
5,494 $367,000
Q1 2024

Apr 18, 2024
SELL
$60.89 - $67.39 $22,894 - $25,338
-376 Reduced 6.25%
5,638 $379,000
Q4 2023

Jan 29, 2024
SELL
$53.46 - $62.11 $481 - $558
-9 Reduced 0.15%
6,014 $372,000
Q3 2023

Oct 24, 2023
BUY
$55.81 - $59.78 $3,460 - $3,706
62 Added 1.04%
6,023 $337,000
Q2 2023

Aug 09, 2023
SELL
$53.84 - $57.58 $8,991 - $9,615
-167 Reduced 2.73%
5,961 $343,000
Q1 2023

May 10, 2023
SELL
$52.49 - $57.54 $12,492 - $13,694
-238 Reduced 3.74%
6,128 $336,000
Q4 2022

Jan 19, 2023
BUY
$48.43 - $56.6 $77,245 - $90,277
1,595 Added 33.43%
6,366 $0
Q3 2022

Oct 25, 2022
BUY
$47.76 - $56.79 $382 - $454
8 Added 0.17%
4,771 $228,000
Q2 2022

Jul 25, 2022
SELL
$49.93 - $59.29 $4,593 - $5,454
-92 Reduced 1.89%
4,763 $242,000
Q1 2022

Apr 29, 2022
SELL
$55.41 - $59.9 $6,039 - $6,529
-109 Reduced 2.2%
4,855 $284,000
Q4 2021

Feb 15, 2022
BUY
$54.44 - $58.74 $270,240 - $291,585
4,964 New
4,964 $291,000

Others Institutions Holding FNDX

# of Institutions
597
Shares Held
194M
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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