Clear Point Advisors Inc. Schwab Fundamental U S Large C Transaction History

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024

A detailed history of Clear Point Advisors Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Clear Point Advisors Inc. holds 20,718 shares of FNDX stock, worth $494,953. This represents 1.15% of its overall portfolio holdings.

Number of Shares
20,718
Previous 19,976 3.71%
Holding current value
$494,953
Previous $1.34 Billion 11.12%
% of portfolio
1.15%
Previous 1.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$65.36 - $71.76 $48,497 - $53,245
742 Added 3.71%
20,718 $1.49 Billion
Q2 2024

Aug 14, 2024
BUY
$63.87 - $67.55 $12,901 - $13,645
202 Added 1.02%
19,976 $1.34 Billion
Q1 2024

May 15, 2024
BUY
$60.89 - $67.39 $53,765 - $59,505
883 Added 4.67%
19,774 $1.33 Billion
Q4 2023

May 15, 2024
BUY
$53.46 - $62.11 $1.01 Million - $1.17 Million
18,891 New
18,891 $1.17 Billion

Others Institutions Holding FNDX

# of Institutions
597
Shares Held
193M
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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