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

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Executive Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Executive Wealth Management, LLC holds 17,866 shares of FNDX stock, worth $445,935. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,866
Previous 5,881 203.79%
Holding current value
$445,935
Previous $422,000 0.24%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Feb 13, 2025
BUY
$23.49 - $71.77 $281,527 - $860,163
11,985 Added 203.79%
17,866 $423,000
Q3 2024

Nov 14, 2024
BUY
$65.36 - $71.76 $384,382 - $422,020
5,881 New
5,881 $422,000

Others Institutions Holding FNDX

# of Institutions
656
Shares Held
578M
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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