Western Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Western Wealth Management, LLC

  • $1.27 Billion
  • Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Western Wealth Management, LLC holds 3,554 shares of FNDX stock, worth $239,077. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,554
Previous 5,894 39.7%
Holding current value
$239,077
Previous $365,000 34.52%
% of portfolio
0.02%
Previous 0.03%

Shares

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

May 02, 2024
SELL
$60.89 - $67.39 $142,482 - $157,692
-2,340 Reduced 39.7%
3,554 $239,000
Q4 2023

Jan 31, 2024
BUY
$53.46 - $62.11 $29,563 - $34,346
553 Added 10.35%
5,894 $365,000
Q3 2023

Nov 07, 2023
BUY
$55.81 - $59.78 $298,081 - $319,284
5,341 New
5,341 $298,000
Q1 2022

May 10, 2022
SELL
N/A
-3,955 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
N/A
3,955 New
3,955 $233,000

Others Institutions Holding FNDX

# of Institutions
517
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
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