World Equity Group, Inc. Schwab Fundamental U S Large C Transaction History

World Equity Group, Inc.

$277 Billion
Q3 2024

A detailed history of World Equity Group, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, World Equity Group, Inc. holds 12,876 shares of FNDX stock, worth $319,711. This represents 0.33% of its overall portfolio holdings.

Number of Shares

12,876

Previous 23,418 45.02%

Holding current value

$319,711

Previous $1.57 Billion 41.09%

% of portfolio

0.33%

Previous 0.47%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$65.36 - $71.76 $689,025 - $756,493	-10,542 Reduced 45.02%	12,876 $924 Million
Q2 2024 Jul 18, 2024	SELL	$63.87 - $67.55 $1.18 Million - $1.24 Million	-18,408 Reduced 44.01%	23,418 $1.57 Billion
Q1 2024 Jul 18, 2024	BUY	$60.89 - $67.39 $2.55 Million - $2.82 Million	41,826 New	41,826 $2.82 Billion
Q2 2022 Sep 06, 2024	SELL	$49.93 - $59.29 $1.34 Million - $1.59 Million	-26,798 Closed	0 $0
Q1 2022 Sep 06, 2024	BUY	$55.41 - $59.9 $187,285 - $202,462	3,380 Added 14.43%	26,798 $1.57 Billion

Others Institutions Holding FNDX

# of Institutions

593

Shares Held

193M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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World Equity Group, Inc. Schwab Fundamental U S Large C Transaction History