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

Prism Advisors, Inc.

  • $347 Million
  • Q3 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 9,871 shares of FNDX stock, worth $247,860. This represents 0.2% of its overall portfolio holdings.

Number of Shares
9,871
Previous 178,992 94.49%
Holding current value
$247,860
Previous $12 Million 94.09%
% of portfolio
0.2%
Previous 3.65%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$65.36 - $71.76 $11.1 Million - $12.1 Million
-169,121 Reduced 94.49%
9,871 $708,000
Q2 2024

Jul 10, 2024
BUY
$63.87 - $67.55 $136,234 - $144,084
2,133 Added 1.21%
178,992 $12 Million
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
596
Shares Held
193M
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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