Sovereign Financial Group, Inc. Schwab Fundamental U S Large C Transaction History

Sovereign Financial Group, Inc.

  • $426 Million
  • Q4 2024

A detailed history of Sovereign Financial Group, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 35,373 shares of FNDX stock, worth $871,236. This represents 0.2% of its overall portfolio holdings.

Number of Shares
35,373
Previous 11,567 205.81%
Holding current value
$871,236
Previous $830,000 0.84%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Jan 14, 2025
BUY
$23.49 - $71.77 $559,202 - $1.71 Million
23,806 Added 205.81%
35,373 $837,000
Q3 2024

Oct 08, 2024
BUY
$65.36 - $71.76 $73,203 - $80,371
1,120 Added 10.72%
11,567 $830,000
Q2 2024

Jul 15, 2024
BUY
$63.87 - $67.55 $119,820 - $126,723
1,876 Added 21.89%
10,447 $699,000
Q1 2024

Apr 15, 2024
BUY
$60.89 - $67.39 $94,927 - $105,061
1,559 Added 22.23%
8,571 $577,000
Q4 2023

Feb 06, 2024
BUY
$53.46 - $62.11 $374,861 - $435,515
7,012 New
7,012 $434,000

Others Institutions Holding FNDX

# of Institutions
607
Shares Held
232M
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 Sovereign Financial Group, Inc. Portfolio

Follow Sovereign Financial Group, Inc. 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 Sovereign Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email