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

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.25 Billion
  • Q2 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 600 shares of FNDX stock, worth $14,436. This represents 0.0% of its overall portfolio holdings.

Number of Shares
600
Previous 3,021 80.14%
Holding current value
$14,436
Previous $203,000 80.3%
% of portfolio
0.0%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
567
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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