Walkner Condon Financial Advisors LLC Schwab Fundamental U S Large C Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 3,643 shares of FNDX stock, worth $88,889. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,643
Previous 3,643 -0.0%
Holding current value
$88,889
Previous $244,000 6.97%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 26, 2024
SELL
$63.87 - $67.55 $9,452 - $9,997
-148 Reduced 3.9%
3,643 $244,000
Q1 2024

Apr 22, 2024
SELL
$60.89 - $67.39 $12,604 - $13,949
-207 Reduced 5.18%
3,791 $255,000
Q4 2023

Jan 23, 2024
BUY
$53.46 - $62.11 $213,733 - $248,315
3,998 New
3,998 $247,000

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
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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