Silver Oak Securities, Inc Schwab Fundamental U S Large C Transaction History

Silver Oak Securities, Inc

  • $633 Million
  • Q2 2024

A detailed history of Silver Oak Securities, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Silver Oak Securities, Inc holds 4,215 shares of FNDX stock, worth $101,412. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,215
Previous 3,721 13.28%
Holding current value
$101,412
Previous $250,000 12.8%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 12, 2024
BUY
$63.87 - $67.55 $31,551 - $33,369
494 Added 13.28%
4,215 $282,000
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $7,611 - $8,423
125 Added 3.48%
3,721 $250,000
Q4 2023

Feb 05, 2024
SELL
$53.46 - $62.11 $620,403 - $720,786
-11,605 Reduced 76.34%
3,596 $222,000
Q3 2023

Nov 20, 2023
BUY
$55.81 - $59.78 $848,367 - $908,715
15,201 New
15,201 $850,000
Q3 2022

Oct 23, 2023
BUY
$47.76 - $56.79 $725,999 - $863,264
15,201 New
15,201 $0

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
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