Regal Investment Advisors LLC Schwab Fundamental U S Large C Transaction History

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Regal Investment Advisors LLC holds 7,400 shares of FNDX stock, worth $180,560. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,400
Previous 7,400 -0.0%
Holding current value
$180,560
Previous $495,000 7.27%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$63.87 - $67.55 $2,938 - $3,107
46 Added 0.63%
7,400 $495,000
Q1 2024

May 15, 2024
BUY
$60.89 - $67.39 $164,403 - $181,953
2,700 Added 58.01%
7,354 $495,000
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $248,802 - $289,059
4,654 New
4,654 $288,000
Q2 2022

Aug 09, 2022
SELL
$49.93 - $59.29 $202,865 - $240,895
-4,063 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$55.41 - $59.9 $225,130 - $243,373
4,063 New
4,063 $238,000

Others Institutions Holding FNDX

# of Institutions
593
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
Track This Portfolio

Track Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email