Vishria Bird Financial Group, LLC Schwab Fundamental U S Large C Transaction History

Vishria Bird Financial Group, LLC

  • $285 Million
  • Q4 2024

A detailed history of Vishria Bird Financial Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 33,648 shares of FNDX stock, worth $820,001. This represents 0.28% of its overall portfolio holdings.

Number of Shares
33,648
Previous 11,216 200.0%
Holding current value
$820,001
Previous $805,000 0.99%
% of portfolio
0.28%
Previous 0.31%

Shares

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

Jan 21, 2025
BUY
$23.49 - $71.77 $526,927 - $1.61 Million
22,432 Added 200.0%
33,648 $797,000
Q3 2024

Nov 06, 2024
BUY
$65.36 - $71.76 $733,077 - $804,860
11,216 New
11,216 $805,000

Others Institutions Holding FNDX

# of Institutions
600
Shares Held
207M
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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