Grimes & Company, Inc. Schwab Fundamental U S Large C Transaction History

Grimes & Company, Inc.

  • $3.43 Billion
  • Q4 2024

A detailed history of Grimes & Company, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Grimes & Company, Inc. holds 8,803 shares of FNDX stock, worth $215,233. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,803
Previous 2,953 198.1%
Holding current value
$215,233
Previous $211,000 1.42%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 21, 2025
BUY
$23.49 - $71.77 $137,416 - $419,854
5,850 Added 198.1%
8,803 $208,000
Q3 2024

Oct 22, 2024
SELL
$65.36 - $71.76 $33,072 - $36,310
-506 Reduced 14.63%
2,953 $211,000
Q2 2024

Jul 22, 2024
BUY
$63.87 - $67.55 $220,926 - $233,655
3,459 New
3,459 $231,000

Others Institutions Holding FNDX

# of Institutions
628
Shares Held
519M
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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