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
693
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
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