Summit Financial Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Summit Financial Wealth Advisors, LLC

  • $490 Million
  • Q4 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 8,304 shares of FNDX stock, worth $198,216. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,304
Holding current value
$198,216
% of portfolio
0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$23.49 - $71.77 $195,060 - $595,978
8,304 New
8,304 $196,000
Q4 2018

Feb 01, 2019
SELL
N/A
-16,519 Closed
0 $0
Q3 2018

Oct 22, 2018
BUY
N/A
2,002 Added 13.79%
16,519 $624,000
Q1 2018

Apr 09, 2018
BUY
N/A
14,517 New
14,517 $528,000
Q1 2018

Apr 06, 2018
SELL
N/A
-13,024 Closed
0 $0
Q4 2017

Feb 05, 2018
BUY
N/A
5,242 Added 67.36%
13,024 $488,000
Q3 2017

Nov 06, 2017
BUY
N/A
950 Added 13.91%
7,782 $274,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,832
6,832 $231,000

Others Institutions Holding FNDX

# of Institutions
660
Shares Held
578M
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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