Sigma Planning Corp Schwab Fundamental U S Large C Transaction History

Sigma Planning Corp

  • $3.16 Billion
  • Q2 2024

A detailed history of Sigma Planning Corp transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sigma Planning Corp holds 20,581 shares of FNDX stock, worth $495,178. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,581
Previous 19,303 6.62%
Holding current value
$495,178
Previous $1.3 Million 6.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 05, 2024
BUY
$63.87 - $67.55 $81,625 - $86,328
1,278 Added 6.62%
20,581 $1.38 Million
Q1 2024

May 01, 2024
BUY
$60.89 - $67.39 $729,279 - $807,130
11,977 Added 163.49%
19,303 $1.3 Million
Q4 2023

Feb 01, 2024
SELL
$53.46 - $62.11 $664,614 - $772,151
-12,432 Reduced 62.92%
7,326 $453,000
Q3 2023

Nov 06, 2023
BUY
$55.81 - $59.78 $102,188 - $109,457
1,831 Added 10.21%
19,758 $1.11 Million
Q2 2023

Aug 01, 2023
SELL
$53.84 - $57.58 $362,935 - $388,146
-6,741 Reduced 27.33%
17,927 $1.03 Million
Q1 2023

May 05, 2023
SELL
$52.49 - $57.54 $312,000 - $342,017
-5,944 Reduced 19.42%
24,668 $1.35 Million
Q4 2022

Jan 24, 2023
SELL
$48.43 - $56.6 $25,135 - $29,375
-519 Reduced 1.67%
30,612 $0
Q3 2022

Nov 10, 2022
BUY
$47.76 - $56.79 $461,409 - $548,648
9,661 Added 45.0%
31,131 $1.49 Million
Q2 2022

Aug 11, 2022
SELL
$49.93 - $59.29 $85,530 - $101,563
-1,713 Reduced 7.39%
21,470 $1.09 Million
Q1 2022

Apr 20, 2022
BUY
$55.41 - $59.9 $217,040 - $234,628
3,917 Added 20.33%
23,183 $1.36 Million
Q4 2021

Feb 02, 2022
BUY
$54.44 - $58.74 $1.05 Million - $1.13 Million
19,266 New
19,266 $1.13 Million

Others Institutions Holding FNDX

# of Institutions
567
Shares Held
187M
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 Sigma Planning Corp Portfolio

Follow Sigma Planning Corp 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 Sigma Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sigma Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email