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 $174,530. This represents 0.39% of its overall portfolio holdings.

Number of Shares
7,029
Previous 7,016 0.19%
Holding current value
$174,530
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
593
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
Track This Portfolio

Track Wespac Advisors, LLC Portfolio

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

News

Stay updated on Wespac Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email