Wealth Forward, LLC Schwab Fundamental U S Large C Transaction History

Wealth Forward, LLC

  • $128 Billion
  • Q2 2024

A detailed history of Wealth Forward, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wealth Forward, LLC holds 172,916 shares of FNDX stock, worth $12 Million. This represents 9.05% of its overall portfolio holdings.

Number of Shares
172,916
Previous 171,961 0.56%
Holding current value
$12 Million
Previous $11.6 Billion 0.06%
% of portfolio
9.05%
Previous 9.12%

Shares

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

Jul 19, 2024
BUY
$63.87 - $67.55 $60,995 - $64,510
955 Added 0.56%
172,916 $11.6 Billion
Q1 2024

May 07, 2024
BUY
$60.89 - $67.39 $260,426 - $288,227
4,277 Added 2.55%
171,961 $11.6 Billion
Q4 2023

Feb 21, 2024
BUY
$53.46 - $62.11 $8.96 Million - $10.4 Million
167,684 New
167,684 $10.4 Billion

Others Institutions Holding FNDX

# of Institutions
561
Shares Held
186M
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 Wealth Forward, LLC Portfolio

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

News

Stay updated on Wealth Forward, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email