Westbourne Investments, Inc. Schwab Fundamental U S Large C Transaction History

Westbourne Investments, Inc.

  • $166 Billion
  • Q1 2025

A detailed history of Westbourne Investments, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Westbourne Investments, Inc. holds 40,350 shares of FNDX stock, worth $999,469. This represents 0.57% of its overall portfolio holdings.

Number of Shares
40,350
Previous 40,856 1.24%
Holding current value
$999,469
Previous $967 Million 1.53%
% of portfolio
0.57%
Previous 0.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$23.03 - $25.01 $11,653 - $12,655
-506 Reduced 1.24%
40,350 $953 Million
Q4 2024

Feb 14, 2025
BUY
$23.49 - $71.77 $959,707 - $2.93 Million
40,856 New
40,856 $967 Million

Others Institutions Holding FNDX

# of Institutions
692
Shares Held
591M
Call Options Held
0
Put Options Held
117
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 Westbourne Investments, Inc. Portfolio

Follow Westbourne Investments, Inc. 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 Westbourne Investments, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westbourne Investments, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email