Westover Capital Advisors, LLC Schwab Fundamental U S Large C Transaction History

Westover Capital Advisors, LLC

  • $513 Million
  • Q3 2024

A detailed history of Westover Capital Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 7,528 shares of FNDX stock, worth $183,683. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,528
Previous 3,850 95.53%
Holding current value
$183,683
Previous $257,000 110.12%
% of portfolio
0.11%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$65.36 - $71.76 $240,394 - $263,933
3,678 Added 95.53%
7,528 $540,000
Q2 2024

Aug 08, 2024
BUY
$63.87 - $67.55 $9,133 - $9,659
143 Added 3.86%
3,850 $257,000
Q1 2024

May 03, 2024
BUY
$60.89 - $67.39 $27,278 - $30,190
448 Added 13.75%
3,707 $249,000
Q4 2023

Feb 06, 2024
BUY
$53.46 - $62.11 $174,226 - $202,416
3,259 New
3,259 $201,000

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
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