A detailed history of Raymond James Trust N.A. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Raymond James Trust N.A. holds 5,469 shares of FNDX stock, worth $136,834. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,469
Previous 5,469 -0.0%
Holding current value
$136,834
Previous $366,000 7.1%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$55.81 - $59.78 $837 - $896
-15 Reduced 0.27%
5,469 $306,000
Q2 2023

Aug 15, 2023

BUY
$53.84 - $57.58 $40,326 - $43,127
749 Added 15.82%
5,484 $316,000
Q1 2023

May 03, 2023

BUY
$52.49 - $57.54 $248,540 - $272,451
4,735 New
4,735 $260,000

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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