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

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 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 4,055 shares of FNDX stock, worth $96,306. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,055
Previous 4,019 0.9%
Holding current value
$96,306
Previous $269,000 7.81%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$65.36 - $71.76 $2,352 - $2,583
36 Added 0.9%
4,055 $290,000
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
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
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC 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 Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email