Worth Financial Advisory Group, LLC Schwab Fundamental U S Large C Transaction History

Worth Financial Advisory Group, LLC

  • $152 Billion
  • Q2 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 5,163 shares of FNDX stock, worth $357,692. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,163
Previous 3,550 45.44%
Holding current value
$357,692
Previous $239 Million 44.55%
% of portfolio
0.23%
Previous 0.17%

Shares

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

Jul 26, 2024
BUY
$63.87 - $67.55 $103,022 - $108,958
1,613 Added 45.44%
5,163 $346 Million
Q1 2024

Apr 30, 2024
BUY
$60.89 - $67.39 $216,159 - $239,234
3,550 New
3,550 $239 Million

Others Institutions Holding FNDX

# of Institutions
561
Shares Held
186M
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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