Bordeaux Wealth Advisors LLC Schwab Fundamental U S Large C Transaction History

Bordeaux Wealth Advisors LLC

  • $619 Million
  • Q4 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 11,520 shares of FNDX stock, worth $283,737. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,520
Previous 3,822 201.41%
Holding current value
$283,737
Previous $90,000 202.22%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Jan 30, 2025
BUY
$23.49 - $71.77 $180,826 - $552,485
7,698 Added 201.41%
11,520 $272,000
Q3 2024

Nov 04, 2024
BUY
$65.36 - $71.76 $249,805 - $274,266
3,822 New
3,822 $274,000

Others Institutions Holding FNDX

# of Institutions
607
Shares Held
232M
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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