Successful Portfolios LLC Schwab Fundamental U S Large C Transaction History

Successful Portfolios LLC

  • $147 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 23, 2020
SELL
$27.15 - $43.59 $354,931 - $569,852
-13,073 Closed
0 $0
Q4 2019

Jan 23, 2020
SELL
$38.15 - $42.78 $53,181 - $59,635
-1,394 Reduced 9.64%
13,073 $558,000
Q3 2019

Oct 11, 2019
BUY
$39.35 - $40.14 $569,276 - $580,705
14,467 New
14,467 $572,000

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
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