Burleson & Company, LLC Schwab Fundamental U S Large C Transaction History

Burleson & Company, LLC

  • $384 Million
  • Q4 2022

A detailed history of Burleson & Company, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Burleson & Company, LLC holds 56 shares of FNDX stock, worth $1,382. This represents 0.0% of its overall portfolio holdings.

Number of Shares
56
Previous 56 -0.0%
Holding current value
$1,382
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 17, 2022
BUY
$47.76 - $56.79 $47 - $56
1 Added 1.82%
56 $3,000
Q2 2022

Jul 13, 2022
BUY
$49.93 - $59.29 $2,746 - $3,260
55 New
55 $3,000
Q3 2019

Nov 12, 2019
SELL
$39.35 - $40.14 $378,271 - $385,865
-9,613 Closed
0 $0
Q2 2019

Aug 05, 2019
BUY
N/A
53 Added 0.55%
9,613 $376,000
Q1 2019

May 09, 2019
BUY
N/A
52 Added 0.55%
9,560 $375,000
Q4 2018

Feb 27, 2019
BUY
N/A
61 Added 0.65%
9,508 $359,000
Q3 2018

Dec 06, 2018
SELL
N/A
-28 Reduced 0.3%
9,447 $352,000
Q2 2018

Jul 31, 2018
BUY
N/A
277 Added 3.01%
9,475 $354,000
Q1 2018

Apr 23, 2018
SELL
N/A
-90 Reduced 0.97%
9,198 $334,000
Q4 2017

Mar 19, 2018
BUY
N/A
9,288
9,288 $348,000

Others Institutions Holding FNDX

# of Institutions
601
Shares Held
220M
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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