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 $197,469. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,304
Holding current value
$197,469
% 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
662
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
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, 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 Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email