Prospera Financial Services Inc Schwab Fundamental U S Large C Transaction History

Prospera Financial Services Inc

$3.82 Billion
Q3 2024

A detailed history of Prospera Financial Services Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Prospera Financial Services Inc holds 34,170 shares of FNDX stock, worth $835,456. This represents 0.06% of its overall portfolio holdings.

Number of Shares

34,170

Previous 31,254 9.33%

Holding current value

$835,456

Previous $2.09 Million 17.15%

% of portfolio

0.06%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$65.36 - $71.76 $190,589 - $209,252	2,916 Added 9.33%	34,170 $2.45 Million
Q2 2024 Aug 13, 2024	SELL	$63.87 - $67.55 $48,860 - $51,675	-765 Reduced 2.39%	31,254 $2.09 Million
Q1 2024 Aug 13, 2024	SELL	$60.89 - $67.39 $74,772 - $82,754	-1,228 Reduced 3.93%	30,026 $2.02 Million
Q4 2023 Feb 14, 2024	BUY	$53.46 - $62.11 $119,269 - $138,567	2,231 Added 7.49%	32,019 $1.98 Million
Q3 2023 Nov 13, 2023	SELL	$55.81 - $59.78 $1,841 - $1,972	-33 Reduced 0.11%	29,788 $1.67 Million
Q2 2023 Aug 08, 2023	SELL	$53.84 - $57.58 $326,055 - $348,704	-6,056 Reduced 16.88%	29,821 $1.72 Million
Q1 2023 May 12, 2023	BUY	$52.49 - $57.54 $7,191 - $7,882	137 Added 0.38%	35,877 $1.97 Million
Q4 2022 Feb 08, 2023	SELL	$48.43 - $56.6 $57,244 - $66,901	-1,182 Reduced 3.2%	35,740 $1.91 Million
Q3 2022 Oct 27, 2022	SELL	$47.76 - $56.79 $308,911 - $367,317	-6,468 Reduced 14.91%	36,922 $1.76 Million
Q2 2022 Aug 08, 2022	SELL	$49.93 - $59.29 $2,796 - $3,320	-56 Reduced 0.13%	43,390 $2.21 Million
Q1 2022 May 04, 2022	BUY	$55.41 - $59.9 $270,456 - $292,371	4,881 Added 12.66%	43,446 $2.54 Million
Q4 2021 Feb 10, 2022	BUY	$54.44 - $58.74 $1.01 Million - $1.09 Million	18,488 Added 92.09%	38,565 $2.26 Million
Q3 2021 Nov 12, 2021	BUY	$52.82 - $56.3 $784,905 - $836,618	14,860 Added 284.84%	20,077 $1.08 Million
Q2 2021 Aug 12, 2021	BUY	$52.09 - $56.08 $271,753 - $292,569	5,217 New	5,217 $286,000

Others Institutions Holding FNDX

# of Institutions

626

Shares Held

516M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Prospera Financial Services Inc Schwab Fundamental U S Large C Transaction History