Wespac Advisors, LLC Schwab Fundamental U S Large C Transaction History

Wespac Advisors, LLC

  • $131 Million
  • Q3 2024

A detailed history of Wespac Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wespac Advisors, LLC holds 7,029 shares of FNDX stock, worth $165,954. This represents 0.39% of its overall portfolio holdings.

Number of Shares
7,029
Previous 7,016 0.19%
Holding current value
$165,954
Previous $469,000 7.46%
% of portfolio
0.39%
Previous 0.38%

Shares

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

Nov 12, 2024
BUY
$65.36 - $71.76 $849 - $932
13 Added 0.19%
7,029 $504,000
Q2 2024

Jul 30, 2024
SELL
$63.87 - $67.55 $98,743 - $104,432
-1,546 Reduced 18.06%
7,016 $469,000
Q1 2024

Apr 24, 2024
SELL
$60.89 - $67.39 $7,306 - $8,086
-120 Reduced 1.38%
8,562 $576,000
Q4 2023

Jan 25, 2024
BUY
$53.46 - $62.11 $908 - $1,055
17 Added 0.2%
8,682 $537,000
Q3 2023

Oct 25, 2023
BUY
$55.81 - $59.78 $781 - $836
14 Added 0.16%
8,665 $484,000
Q2 2023

Jul 28, 2023
BUY
$53.84 - $57.58 $36,395 - $38,924
676 Added 8.48%
8,651 $498,000
Q1 2023

Apr 26, 2023
BUY
$52.49 - $57.54 $418,607 - $458,881
7,975 New
7,975 $437,000

Others Institutions Holding FNDX

# of Institutions
597
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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