Whipplewood Advisors, LLC Schwab Fundamental U S Large C Transaction History

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024

A detailed history of Whipplewood Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 62,181 shares of FNDX stock, worth $1.49 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
62,181
Holding current value
$1.49 Million
% of portfolio
0.84%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$23.49 - $71.77 $1.46 Million - $4.46 Million
62,181 New
62,181 $1.47 Billion

Others Institutions Holding FNDX

# of Institutions
661
Shares Held
578M
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
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC 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 Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email