Creative Financial Designs Inc Schwab Fundamental U S Large C Transaction History

Creative Financial Designs Inc

  • $1.16 Billion
  • Q3 2024

A detailed history of Creative Financial Designs Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Creative Financial Designs Inc holds 7,299 shares of FNDX stock, worth $175,686. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,299
Previous 7,234 0.9%
Holding current value
$175,686
Previous $484,000 8.06%
% of portfolio
0.05%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$65.36 - $71.76 $4,248 - $4,664
65 Added 0.9%
7,299 $523,000
Q2 2024

Aug 06, 2024
BUY
$63.87 - $67.55 $15,201 - $16,076
238 Added 3.4%
7,234 $484,000
Q1 2024

May 01, 2024
BUY
$60.89 - $67.39 $42,927 - $47,509
705 Added 11.21%
6,996 $471,000
Q4 2023

Jan 10, 2024
BUY
$53.46 - $62.11 $3,421 - $3,975
64 Added 1.03%
6,291 $389,000
Q3 2023

Nov 14, 2023
BUY
$55.81 - $59.78 $28,742 - $30,786
515 Added 9.02%
6,227 $348,000
Q2 2023

Jul 26, 2023
BUY
$53.84 - $57.58 $115,432 - $123,451
2,144 Added 60.09%
5,712 $328,000
Q1 2023

Apr 25, 2023
BUY
$52.49 - $57.54 $36,060 - $39,529
687 Added 23.85%
3,568 $195,000
Q4 2022

Feb 01, 2023
BUY
$48.43 - $56.6 $51,771 - $60,505
1,069 Added 59.0%
2,881 $153,000
Q3 2022

Nov 01, 2022
BUY
$47.76 - $56.79 $1,576 - $1,874
33 Added 1.85%
1,812 $87,000
Q2 2022

Aug 01, 2022
BUY
$49.93 - $59.29 $41,391 - $49,151
829 Added 87.26%
1,779 $91,000
Q1 2022

Apr 15, 2022
BUY
$55.41 - $59.9 $3,102 - $3,354
56 Added 6.26%
950 $56,000
Q4 2021

Jan 26, 2022
BUY
$54.44 - $58.74 $48,669 - $52,513
894 New
894 $52,000
Q3 2021

Oct 08, 2021
SELL
$52.82 - $56.3 $528 - $563
-10 Closed
0 $0
Q2 2021

Jul 27, 2021
BUY
$52.09 - $56.08 $520 - $560
10 New
10 $1,000

Others Institutions Holding FNDX

# of Institutions
597
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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