Avantax Advisory Services, Inc. Schwab Fundamental U S Large C Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 19,371 shares of FNDX stock, worth $446,114. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,371

Previous 4,129 369.15%

Holding current value

$446,114

Previous $296,000 54.73%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$23.49 - $71.77 $358,034 - $1.09 Million	15,242 Added 369.15%	19,371 $458,000
Q3 2024 Nov 13, 2024	BUY	$65.36 - $71.76 $19,804 - $21,743	303 Added 7.92%	4,129 $296,000
Q2 2024 Aug 09, 2024	BUY	$63.87 - $67.55 $244,366 - $258,446	3,826 New	3,826 $256,000
Q3 2023 Nov 07, 2023	SELL	$55.81 - $59.78 $428,899 - $459,409	-7,685 Reduced 64.11%	4,302 $240,000
Q2 2023 Aug 11, 2023	SELL	$53.84 - $57.58 $98,688 - $105,544	-1,833 Reduced 13.26%	11,987 $690,000
Q1 2023 Apr 28, 2023	BUY	$52.49 - $57.54 $23,305 - $25,547	444 Added 3.32%	13,820 $758,000
Q4 2022 Feb 13, 2023	BUY	$48.43 - $56.6 $361,820 - $422,858	7,471 Added 126.52%	13,376 $714,000
Q3 2022 Nov 01, 2022	BUY	$47.76 - $56.79 $31,951 - $37,992	669 Added 12.78%	5,905 $282,000
Q2 2022 Aug 02, 2022	SELL	$49.93 - $59.29 $246,754 - $293,011	-4,942 Reduced 48.56%	5,236 $267,000
Q1 2022 Apr 27, 2022	BUY	$55.41 - $59.9 $359,112 - $388,211	6,481 Added 175.3%	10,178 $595,000
Q4 2021 Jan 24, 2022	BUY	$54.44 - $58.74 $201,264 - $217,161	3,697 New	3,697 $217,000
Q4 2020 Jan 22, 2021	SELL	$37.99 - $45.31 $2.95 Million - $3.52 Million	-77,738 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$36.46 - $41.42 $2.83 Million - $3.22 Million	77,738 New	77,738 $3.01 Million

Others Institutions Holding FNDX

# of Institutions

662

Shares Held

578M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Schwab Fundamental U S Large C Transaction History