Spire Wealth Management Schwab Fundamental U S Large C Transaction History

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025

A detailed history of Spire Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Spire Wealth Management holds 73,408 shares of FNDX stock, worth $1.85 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
73,408
Previous 69,649 5.4%
Holding current value
$1.85 Million
Previous $1.65 Million 5.09%
% of portfolio
0.06%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$23.03 - $25.01 $86,569 - $94,012
3,759 Added 5.4%
73,408 $1.73 Million
Q4 2024

Jan 24, 2025
BUY
$23.49 - $71.77 $1.1 Million - $3.37 Million
47,016 Added 207.73%
69,649 $1.65 Million
Q3 2024

Oct 15, 2024
SELL
$65.36 - $71.76 $29,738 - $32,650
-455 Reduced 1.97%
22,633 $1.62 Million
Q2 2024

Jul 31, 2024
BUY
$63.87 - $67.55 $3,576 - $3,782
56 Added 0.24%
23,088 $1.55 Million
Q1 2024

Apr 24, 2024
BUY
$60.89 - $67.39 $63,751 - $70,557
1,047 Added 4.76%
23,032 $1.55 Million
Q4 2023

Feb 06, 2024
BUY
$53.46 - $62.11 $15,663 - $18,198
293 Added 1.35%
21,985 $1.36 Million
Q3 2023

Nov 08, 2023
BUY
$55.81 - $59.78 $111 - $119
2 Added 0.01%
21,692 $1.21 Million
Q2 2023

Aug 09, 2023
SELL
$53.84 - $57.58 $93,520 - $100,016
-1,737 Reduced 7.41%
21,690 $1.25 Million
Q1 2023

May 09, 2023
BUY
$52.49 - $57.54 $61,675 - $67,609
1,175 Added 5.28%
23,427 $1.29 Million
Q4 2022

Feb 03, 2023
BUY
$48.43 - $56.6 $865,637 - $1.01 Million
17,874 Added 408.27%
22,252 $1.19 Million
Q3 2022

Nov 07, 2022
SELL
$47.76 - $56.79 $1.08 Million - $1.29 Million
-22,647 Reduced 83.8%
4,378 $209,000
Q2 2022

Jul 22, 2022
SELL
$49.93 - $59.29 $2.39 Million - $2.84 Million
-47,958 Reduced 63.96%
27,025 $1.38 Million
Q1 2022

Apr 18, 2022
BUY
$55.41 - $59.9 $1.97 Million - $2.13 Million
35,588 Added 90.34%
74,983 $4.39 Million
Q4 2021

Jan 14, 2022
BUY
$54.44 - $58.74 $284,666 - $307,151
5,229 Added 15.3%
39,395 $2.36 Million
Q3 2021

Oct 22, 2021
SELL
$52.82 - $56.3 $88,420 - $94,246
-1,674 Reduced 4.67%
34,166 $1.84 Million
Q2 2021

Jul 26, 2021
BUY
$52.09 - $56.08 $193,149 - $207,944
3,708 Added 11.54%
35,840 $1.96 Million
Q1 2021

May 21, 2021
BUY
$44.75 - $52.45 $1.44 Million - $1.69 Million
32,132 New
32,132 $1.66 Million

Others Institutions Holding FNDX

# of Institutions
696
Shares Held
594M
Call Options Held
0
Put Options Held
117
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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