Williams Jones Wealth Management, Llc. Schwab Fundamental U S Large C Transaction History

Williams Jones Wealth Management, Llc.

  • $8.37 Billion
  • Q3 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 3,617 shares of FNDX stock, worth $84,927. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,617
Previous 3,617 -0.0%
Holding current value
$84,927
Previous $242,000 7.02%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$63.87 - $67.55 $8,303 - $8,781
130 Added 3.73%
3,617 $242,000
Q1 2024

May 07, 2024
SELL
$60.89 - $67.39 $17,353 - $19,206
-285 Reduced 7.56%
3,487 $234,000
Q4 2023

Feb 14, 2024
SELL
$53.46 - $62.11 $11,493 - $13,353
-215 Reduced 5.39%
3,772 $233,000
Q3 2023

Nov 14, 2023
BUY
$55.81 - $59.78 $222,514 - $238,342
3,987 New
3,987 $223,000

Others Institutions Holding FNDX

# of Institutions
597
Shares Held
195M
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 Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones Wealth Management, 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 Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email