Envestnet Portfolio Solutions, Inc. Schwab Fundamental U S Large C Transaction History

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 24,158 shares of FNDX stock, worth $531,717. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,158
Previous 7,980 202.73%
Holding current value
$531,717
Previous $572,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 10, 2025
BUY
$23.49 - $71.77 $380,021 - $1.16 Million
16,178 Added 202.73%
24,158 $572,000
Q3 2024

Oct 31, 2024
BUY
$65.36 - $71.76 $14,444 - $15,858
221 Added 2.85%
7,980 $572,000
Q2 2024

Jul 16, 2024
SELL
$63.87 - $67.55 $41,515 - $43,907
-650 Reduced 7.73%
7,759 $519,000
Q1 2024

May 06, 2024
SELL
$60.89 - $67.39 $136,028 - $150,549
-2,234 Reduced 20.99%
8,409 $566,000
Q4 2023

Feb 07, 2024
SELL
$53.46 - $62.11 $21,009 - $24,409
-393 Reduced 3.56%
10,643 $659,000
Q3 2023

Nov 13, 2023
BUY
$55.81 - $59.78 $615,919 - $659,732
11,036 New
11,036 $617,000

Others Institutions Holding FNDX

# of Institutions
672
Shares Held
579M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
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More about FNDX
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