Breakwater Investment Management Schwab Fundamental U S Large C Transaction History

Breakwater Investment Management

  • $224 Billion
  • Q4 2024

A detailed history of Breakwater Investment Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Breakwater Investment Management holds 1,796 shares of FNDX stock, worth $44,235. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,796
Previous 1,796 -0.0%
Holding current value
$44,235
Previous $120 Million -0.0%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 16, 2025
BUY
$23.49 - $71.77 $84,376 - $257,797
3,592 Added 200.0%
5,388 $128 Million
Q1 2024

Jun 13, 2024
BUY
$60.89 - $67.39 $109,358 - $121,032
1,796 New
1,796 $121 Million

Others Institutions Holding FNDX

# of Institutions
610
Shares Held
239M
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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