Venturi Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

A detailed history of Venturi Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,531 shares of FNDX stock, worth $35,947. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,531
Previous 1,531 -0.0%
Holding current value
$35,947
Previous $102,000 6.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 19, 2024
BUY
$63.87 - $67.55 $97,784 - $103,419
1,531 New
1,531 $102,000

Others Institutions Holding FNDX

# of Institutions
597
Shares Held
195M
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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