Urban Financial Advisory Corp Schwab Fundamental U S Large C Transaction History

Urban Financial Advisory Corp

  • $181 Billion
  • Q3 2024

A detailed history of Urban Financial Advisory Corp transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Urban Financial Advisory Corp holds 149,506 shares of FNDX stock, worth $3.65 Million. This represents 5.92% of its overall portfolio holdings.

Number of Shares
149,506
Previous 83,679 78.67%
Holding current value
$3.65 Million
Previous $5.6 Billion 91.42%
% of portfolio
5.92%
Previous 3.42%

Shares

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

Nov 15, 2024
BUY
$65.36 - $71.76 $4.3 Million - $4.72 Million
65,827 Added 78.67%
149,506 $10.7 Billion
Q2 2024

Aug 12, 2024
BUY
$63.87 - $67.55 $3.64 Million - $3.85 Million
56,957 Added 213.15%
83,679 $5.6 Billion
Q1 2024

May 09, 2024
BUY
$60.89 - $67.39 $1.63 Million - $1.8 Million
26,722 New
26,722 $1.8 Billion

Others Institutions Holding FNDX

# of Institutions
593
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
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