Sugarloaf Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Sugarloaf Wealth Management, LLC

  • $435 Million
  • Q1 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 4,019 shares of FNDX stock, worth $269,875. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,019
Previous 4,002 0.42%
Holding current value
$269,875
Previous $247,000 9.31%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$60.89 - $67.39 $1,035 - $1,145
17 Added 0.42%
4,019 $270,000
Q4 2023

Jan 10, 2024
BUY
$53.46 - $62.11 $1,122 - $1,304
21 Added 0.53%
4,002 $247,000
Q3 2023

Nov 13, 2023
BUY
$55.81 - $59.78 $1,116 - $1,195
20 Added 0.5%
3,981 $222,000
Q2 2023

Jul 13, 2023
BUY
$53.84 - $57.58 $213,260 - $228,074
3,961 New
3,961 $228,000

Others Institutions Holding FNDX

# of Institutions
517
Shares Held
183M
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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