Wiser Advisor Group LLC Schwab Fundamental U S Large C Transaction History

Wiser Advisor Group LLC

  • $68.8 Billion
  • Q4 2024

A detailed history of Wiser Advisor Group LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wiser Advisor Group LLC holds 316 shares of FNDX stock, worth $7,839. This represents 0.01% of its overall portfolio holdings.

Number of Shares
316
Previous 105 200.95%
Holding current value
$7,839
Previous $7.53 Million 0.53%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$23.49 - $71.77 $4,956 - $15,143
211 Added 200.95%
316 $7.49 Million
Q3 2024

Nov 13, 2024
BUY
$65.36 - $71.76 $65 - $71
1 Added 0.96%
105 $7.53 Million
Q4 2023

Feb 12, 2024
BUY
$53.46 - $62.11 $5,559 - $6,459
104 New
104 $6.41 Million

Others Institutions Holding FNDX

# of Institutions
654
Shares Held
573M
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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