Transform Wealth, LLC Schwab Fundamental U S Large C Transaction History

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

A detailed history of Transform Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Transform Wealth, LLC holds 4,211 shares of FNDX stock, worth $294,643. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,211
Holding current value
$294,643
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$63.87 - $67.55 $268,956 - $284,453
4,211 New
4,211 $282,000
Q2 2023

Jul 13, 2023
SELL
$53.84 - $57.58 $63,746 - $68,174
-1,184 Reduced 22.37%
4,108 $236,000
Q1 2023

Apr 14, 2023
BUY
$52.49 - $57.54 $277,777 - $304,501
5,292 New
5,292 $290,000

Others Institutions Holding FNDX

# of Institutions
562
Shares Held
187M
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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