Archford Capital Strategies, LLC Schwab Fundamental U S Large C Transaction History

Archford Capital Strategies, LLC

  • $643 Million
  • Q4 2024

A detailed history of Archford Capital Strategies, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Archford Capital Strategies, LLC holds 338,303 shares of FNDX stock, worth $7.91 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
338,303
Previous 317,740 6.47%
Holding current value
$7.91 Million
Previous $22.8 Million 64.87%
% of portfolio
1.24%
Previous 3.35%

Shares

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

Jan 21, 2025
BUY
$23.49 - $71.77 $483,024 - $1.48 Million
20,563 Added 6.47%
338,303 $8.01 Million
Q3 2024

Oct 15, 2024
BUY
$65.36 - $71.76 $14.1 Million - $15.5 Million
215,765 Added 211.59%
317,740 $22.8 Million
Q2 2024

Jul 17, 2024
BUY
$63.87 - $67.55 $215,369 - $227,778
3,372 Added 3.42%
101,975 $6.83 Million
Q1 2024

Apr 24, 2024
BUY
$60.89 - $67.39 $4.18 Million - $4.62 Million
68,571 Added 228.33%
98,603 $6.64 Million
Q4 2023

Jan 12, 2024
BUY
$53.46 - $62.11 $1.61 Million - $1.87 Million
30,032 New
30,032 $1.86 Million

Others Institutions Holding FNDX

# of Institutions
674
Shares Held
579M
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
Track This Portfolio

Track Archford Capital Strategies, LLC Portfolio

Follow Archford Capital Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Archford Capital Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Archford Capital Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email