Signature Estate & Investment Advisors LLC Schwab Fundamental U S Large C Transaction History

Signature Estate & Investment Advisors LLC

  • $4.32 Billion
  • Q3 2024

A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 3,196,535 shares of FNDX stock, worth $77.4 Million. This represents 5.31% of its overall portfolio holdings.

Number of Shares
3,196,535
Previous 2,694,681 18.62%
Holding current value
$77.4 Million
Previous $180 Million 27.09%
% of portfolio
5.31%
Previous 4.53%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$65.36 - $71.76 $32.8 Million - $36 Million
501,854 Added 18.62%
3,196,535 $229 Million
Q2 2024

Jul 25, 2024
BUY
$63.87 - $67.55 $2.16 Million - $2.28 Million
33,748 Added 1.27%
2,694,681 $180 Million
Q1 2024

May 10, 2024
SELL
$60.89 - $67.39 $3.43 Million - $3.8 Million
-56,321 Reduced 2.07%
2,660,933 $179 Million
Q4 2023

Jan 26, 2024
BUY
$53.46 - $62.11 $4.78 Million - $5.55 Million
89,397 Added 3.4%
2,717,254 $168 Million
Q3 2023

Oct 25, 2023
BUY
$55.81 - $59.78 $3.14 Million - $3.37 Million
56,325 Added 2.19%
2,627,857 $147 Million
Q2 2023

Jul 19, 2023
BUY
$53.84 - $57.58 $9.9 Million - $10.6 Million
183,898 Added 7.7%
2,571,532 $148 Million
Q1 2023

May 03, 2023
BUY
$52.49 - $57.54 $125 Million - $137 Million
2,387,634 New
2,387,634 $131 Million

Others Institutions Holding FNDX

# of Institutions
596
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 Signature Estate & Investment Advisors LLC Portfolio

Follow Signature Estate & 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 Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email