Connecticut Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Connecticut Wealth Management, LLC

$2.06 Billion
Q3 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 4,121 shares of FNDX stock, worth $101,788. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,121

Previous 4,108 0.32%

Holding current value

$101,788

Previous $275,000 7.27%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$65.36 - $71.76 $849 - $932	13 Added 0.32%	4,121 $295,000
Q1 2024 May 01, 2024	BUY	$60.89 - $67.39 $669 - $741	11 Added 0.27%	4,108 $276,000
Q4 2023 Feb 06, 2024	BUY	$53.46 - $62.11 $801 - $931	15 Added 0.37%	4,097 $253,000
Q3 2023 Oct 19, 2023	BUY	$55.81 - $59.78 $781 - $836	14 Added 0.34%	4,082 $228,000
Q2 2023 Jul 25, 2023	BUY	$53.84 - $57.58 $699 - $748	13 Added 0.32%	4,068 $234,000
Q1 2023 Apr 18, 2023	BUY	$52.49 - $57.54 $212,846 - $233,324	4,055 New	4,055 $222,000

Others Institutions Holding FNDX

# of Institutions

599

Shares Held

211M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Connecticut Wealth Management, LLC Schwab Fundamental U S Large C Transaction History