Warren Averett Asset Management, LLC Schwab Fundamental U S Large C Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 17,981 shares of FNDX stock, worth $439,635. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,981
Previous 21,682 17.07%
Holding current value
$439,635
Previous $1.45 Million 11.16%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2024
SELL
$65.36 - $71.76 $241,897 - $265,583
-3,701 Reduced 17.07%
17,981 $1.29 Million
Q2 2024

Aug 14, 2024
BUY
$63.87 - $67.55 $1.38 Million - $1.46 Million
21,682 New
21,682 $1.45 Million

Others Institutions Holding FNDX

# of Institutions
626
Shares Held
516M
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
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email