Wcg Wealth Advisors LLC Schwab Fundamental U S Large C Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 18,410 shares of FNDX stock, worth $453,438. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,410
Holding current value
$453,438
% of portfolio
0.03%

Shares

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

Feb 18, 2025
BUY
$23.49 - $71.77 $432,450 - $1.32 Million
18,410 New
18,410 $435,000

Others Institutions Holding FNDX

# of Institutions
660
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
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors 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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email