Values Added Financial LLC Schwab Fundamental U S Large C Transaction History

Values Added Financial LLC

  • $173 Billion
  • Q4 2024

A detailed history of Values Added Financial LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Values Added Financial LLC holds 45,804 shares of FNDX stock, worth $1.07 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
45,804
Previous 4,747 864.9%
Holding current value
$1.07 Million
Previous $341 Million 218.41%
% of portfolio
0.63%
Previous 0.21%

Shares

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

Jan 29, 2025
BUY
$23.49 - $71.77 $964,428 - $2.95 Million
41,057 Added 864.9%
45,804 $1.08 Billion
Q3 2024

Oct 28, 2024
BUY
$65.36 - $71.76 $310,263 - $340,644
4,747 New
4,747 $341 Million

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
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