Paragon Wealth Strategies, LLC Schwab Fundamental U S Large C Transaction History

Paragon Wealth Strategies, LLC

  • $346 Million
  • Q4 2023

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 24, 2020
SELL
$27.15 - $43.59 $965,616 - $1.55 Million
-35,566 Closed
0 $0
Q4 2019

Jan 27, 2020
SELL
$38.15 - $42.78 $9.72 Million - $10.9 Million
-254,754 Reduced 87.75%
35,566 $1.52 Million
Q3 2019

Oct 30, 2019
SELL
$39.35 - $40.14 $66,776 - $68,117
-1,697 Reduced 0.58%
290,320 $11.5 Million
Q2 2019

Jul 17, 2019
BUY
N/A
1,547 Added 0.53%
292,017 $11.4 Million
Q1 2019

Apr 17, 2019
BUY
N/A
61,312 Added 26.76%
290,470 $11 Million
Q4 2018

Jan 15, 2019
BUY
N/A
4,070 Added 1.81%
229,158 $7.72 Million
Q3 2018

Oct 16, 2018
BUY
N/A
15,308 Added 7.3%
225,088 $8.93 Million
Q2 2018

Jul 24, 2018
BUY
N/A
18,164 Added 9.48%
209,780 $7.83 Million
Q1 2018

Apr 24, 2018
SELL
N/A
-55,521 Reduced 22.47%
191,616 $6.96 Million
Q4 2017

Jan 29, 2018
BUY
N/A
5,070 Added 2.09%
247,137 $9.26 Million
Q3 2017

Oct 11, 2017
BUY
N/A
242,067
242,067 $8.51 Million

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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