New England Guild Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History

New England Guild Wealth Advisors, Inc.

  • $190 Million
  • Q4 2022

A detailed history of New England Guild Wealth Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 4,042 shares of FNDX stock, worth $97,048. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,042
Holding current value
$97,048
% of portfolio
0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 11, 2023
BUY
$48.43 - $56.6 $195,754 - $228,777
4,042 New
4,042 $216,000
Q2 2022

Jul 08, 2022
BUY
$49.93 - $59.29 $748 - $889
15 Added 0.38%
4,012 $204,000
Q1 2022

Apr 18, 2022
BUY
$55.41 - $59.9 $609 - $658
11 Added 0.28%
3,997 $234,000
Q4 2021

Jan 12, 2022
BUY
$54.44 - $58.74 $707 - $763
13 Added 0.33%
3,986 $234,000
Q3 2021

Oct 07, 2021
BUY
$52.82 - $56.3 $633 - $675
12 Added 0.3%
3,973 $214,000
Q2 2021

Jul 12, 2021
BUY
$52.09 - $56.08 $520 - $560
10 Added 0.25%
3,961 $217,000
Q1 2021

Apr 08, 2021
BUY
$44.75 - $52.45 $176,807 - $207,229
3,951 New
3,951 $204,000
Q3 2019

Oct 10, 2019
SELL
$39.35 - $40.14 $425,806 - $434,354
-10,821 Closed
0 $0
Q1 2019

Aug 20, 2019
BUY
N/A
52 Added 0.48%
10,821 $411,000
Q4 2018

Aug 20, 2019
BUY
N/A
99 Added 0.93%
10,769 $366,000
Q3 2018

Aug 21, 2019
BUY
N/A
50 Added 0.47%
10,670 $423,000
Q1 2018

Aug 21, 2019
BUY
N/A
45 Added 0.43%
10,620 $386,000
Q4 2017

Aug 21, 2019
BUY
N/A
10,575
10,575 $396,000

Others Institutions Holding FNDX

# of Institutions
693
Shares Held
590M
Call Options Held
0
Put Options Held
117
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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