Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Fundamental U S Large C Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$63.87 - $67.55 $154,629 - $163,538	-2,421 Reduced 80.14%	600 $40,000
Q1 2024 Apr 30, 2024	BUY	$60.89 - $67.39 $153,503 - $169,890	2,521 Added 504.2%	3,021 $203,000
Q4 2023 Jan 30, 2024	BUY	$53.46 - $62.11 $5,346 - $6,211	100 Added 25.0%	500 $30,000
Q3 2023 Oct 17, 2023	BUY	$55.81 - $59.78 $11,162 - $11,956	200 Added 100.0%	400 $22,000
Q1 2023 May 10, 2023	BUY	$52.49 - $57.54 $10,498 - $11,508	200 New	200 $10,000
Q1 2022 May 13, 2022	SELL	$55.41 - $59.9 $27,815 - $30,069	-502 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$54.44 - $58.74 $7,893 - $8,517	145 Added 40.62%	502 $29,000
Q3 2021 Nov 02, 2021	BUY	$52.82 - $56.3 $18,856 - $20,099	357 New	357 $19,000

Others Institutions Holding FNDX

# of Institutions

596

Shares Held

193M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.27 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$116 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$80 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$73 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$58.4 Million
0.04% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account