Patten & Patten Inc Schwab Fundamental U S Large C Transaction History

Patten & Patten Inc

  • $1.39 Billion
  • Q1 2024

A detailed history of Patten & Patten Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Patten & Patten Inc holds 5,606 shares of FNDX stock, worth $377,115. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,606
Previous 6,469 13.34%
Holding current value
$377,115
Previous $400,000 5.75%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$60.89 - $67.39 $52,548 - $58,157
-863 Reduced 13.34%
5,606 $377,000
Q4 2023

Jan 23, 2024
BUY
$53.46 - $62.11 $65,648 - $76,271
1,228 Added 23.43%
6,469 $400,000
Q3 2023

Oct 27, 2023
BUY
$55.81 - $59.78 $292,500 - $313,306
5,241 New
5,241 $293,000

Others Institutions Holding FNDX

# of Institutions
517
Shares Held
183M
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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