Prism Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Prism Advisors, Inc.

  • $333 Million
  • Q1 2024

A detailed history of Prism Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Prism Advisors, Inc. holds 176,859 shares of FNDX stock, worth $11.9 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares
176,859
Previous 171,778 2.96%
Holding current value
$11.9 Million
Previous $10.6 Million 12.02%
% of portfolio
3.58%
Previous 3.44%

Shares

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

Apr 05, 2024
BUY
$60.89 - $67.39 $309,382 - $342,408
5,081 Added 2.96%
176,859 $11.9 Million
Q4 2023

Feb 01, 2024
SELL
$53.46 - $62.11 $520,646 - $604,889
-9,739 Reduced 5.37%
171,778 $10.6 Million
Q3 2023

Nov 09, 2023
BUY
$55.81 - $59.78 $10.1 Million - $10.9 Million
181,517 New
181,517 $10.2 Million

Others Institutions Holding FNDX

# of Institutions
515
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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