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

Western Wealth Management, LLC

$1.72 Billion
Q3 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 7,898 shares of FNDX stock, worth $194,764. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,898

Previous 3,542 122.98%

Holding current value

$194,764

Previous $237,000 138.82%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$65.36 - $71.76 $284,708 - $312,586	4,356 Added 122.98%	7,898 $566,000
Q2 2024 Jul 19, 2024	SELL	$63.87 - $67.55 $766 - $810	-12 Reduced 0.34%	3,542 $237,000
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	$55.41 - $59.9 $219,146 - $236,904	-3,955 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$54.44 - $58.74 $215,310 - $232,316	3,955 New	3,955 $233,000

Others Institutions Holding FNDX

# of Institutions

605

Shares Held

227M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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