Harbor Investment Advisory, LLC Schwab Fundamental U S Large C Transaction History

Harbor Investment Advisory, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Harbor Investment Advisory, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 3,360 shares of FNDX stock, worth $82,756. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,360
Previous 1,120 200.0%
Holding current value
$82,756
Previous $80,000 1.25%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 16, 2025
BUY
$23.49 - $71.77 $52,617 - $160,764
2,240 Added 200.0%
3,360 $79,000
Q2 2021

Jul 27, 2021
BUY
$52.09 - $56.08 $6,250 - $6,729
120 Added 12.0%
1,120 $61,000
Q4 2019

Jan 16, 2020
BUY
$38.15 - $42.78 $38,150 - $42,780
1,000 New
1,000 $43,000

Others Institutions Holding FNDX

# of Institutions
610
Shares Held
239M
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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