Wellspring Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History

Wellspring Financial Advisors, LLC

  • $633 Billion
  • Q1 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 8,069 shares of FNDX stock, worth $540,461. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,069
Previous 8,035 0.42%
Holding current value
$540,461
Previous $498 Million 9.26%
% of portfolio
0.09%
Previous 0.12%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$60.89 - $67.39 $2,070 - $2,291
34 Added 0.42%
8,069 $544 Million
Q4 2023

Feb 13, 2024
BUY
$53.46 - $62.11 $2,298 - $2,670
43 Added 0.54%
8,035 $498 Million
Q3 2023

Nov 14, 2023
BUY
$55.81 - $59.78 $2,176 - $2,331
39 Added 0.49%
7,992 $447 Million
Q2 2023

Aug 11, 2023
BUY
$53.84 - $57.58 $2,099 - $2,245
39 Added 0.49%
7,953 $458 Million
Q1 2023

May 12, 2023
BUY
$52.49 - $57.54 $2,047 - $2,244
39 Added 0.5%
7,914 $435 Million
Q4 2022

Feb 13, 2023
BUY
$52.4 - $56.6 $2,253 - $2,433
43 Added 0.55%
7,875 $420,000
Q3 2022

Nov 14, 2022
BUY
N/A
44 Added 0.56%
7,832 $374,000
Q2 2022

Aug 12, 2022
BUY
N/A
44 Added 0.57%
7,788 $396,000
Q1 2022

May 10, 2022
BUY
N/A
31 Added 0.4%
7,744 $453,000
Q4 2021

Jan 03, 2022
BUY
N/A
37 Added 0.48%
7,713 $452,000
Q3 2021

Nov 12, 2021
BUY
N/A
35 Added 0.46%
7,676 $414,000
Q2 2021

Aug 13, 2021
BUY
N/A
217 Added 2.92%
7,641 $418,000
Q1 2021

May 17, 2021
SELL
N/A
-156 Reduced 2.06%
7,424 $233,000
Q4 2020

Feb 16, 2021
BUY
N/A
41 Added 0.54%
7,580 $343,000
Q3 2020

Nov 13, 2020
BUY
N/A
64 Added 0.86%
7,539 $292,000
Q2 2020

Aug 14, 2020
BUY
N/A
51 Added 0.69%
7,475 $275,000
Q1 2020

May 14, 2020
BUY
N/A
7,424 New
7,424 $233,000

Others Institutions Holding FNDX

# of Institutions
516
Shares Held
183M
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 Wellspring Financial Advisors, LLC Portfolio

Follow Wellspring Financial 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 Wellspring Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellspring Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email