Imprint Wealth LLC Schwab Fundamental U S Large C Transaction History

Imprint Wealth LLC

$412 Billion
Q1 2024

A detailed history of Imprint Wealth LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Imprint Wealth LLC holds 16,994 shares of FNDX stock, worth $405,986. This represents 0.28% of its overall portfolio holdings.

Number of Shares

16,994

Holding current value

$405,986

% of portfolio

0.28%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$60.89 - $67.39 $1.03 Million - $1.15 Million	16,994 New	16,994 $1.14 Billion
Q2 2023 Aug 15, 2023	BUY	$53.84 - $57.58 $619,913 - $662,976	11,514 New	11,514 $11.5 Million

Others Institutions Holding FNDX

# of Institutions

571

Shares Held

189M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

130M
Shares

$3.11 Billion
1.68% of portfolio
Captrust Financial Advisors Raleigh, NC

4.33M
Shares

$103 Million
0.94% of portfolio
Mc Adam, LLC

2.92M
Shares

$69.7 Million
11.84% of portfolio
Signature Estate & Investment Advisors LLC

2.69M
Shares

$64.4 Million
4.53% of portfolio
Northwest Bancshares, Inc. Warren, PA

2.1M
Shares

$50.2 Million
23.99% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

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