Roger Wittlin Investment Advisory, LLC Schwab Fundamental U S Large C Transaction History

Roger Wittlin Investment Advisory, LLC

  • $176 Million
  • Q4 2024

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 13,200 shares of FNDX stock, worth $325,380. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,200
Previous 4,400 200.0%
Holding current value
$325,380
Previous $315,000 0.95%
% of portfolio
0.18%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$23.49 - $71.77 $206,712 - $631,576
8,800 Added 200.0%
13,200 $312,000
Q2 2024

Jul 25, 2024
BUY
$63.87 - $67.55 $281,028 - $297,220
4,400 New
4,400 $294,000

Others Institutions Holding FNDX

# of Institutions
630
Shares Held
531M
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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