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

Sovereign Financial Group, Inc.

  • $421 Million
  • Q3 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 11,567 shares of FNDX stock, worth $274,716. This represents 0.2% of its overall portfolio holdings.

Number of Shares
11,567
Previous 10,447 10.72%
Holding current value
$274,716
Previous $699,000 18.74%
% of portfolio
0.2%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
597
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
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