J.W. Cole Advisors, Inc. Schwab Fundamental U S Large C Transaction History

J.W. Cole Advisors, Inc.

  • $2.42 Billion
  • Q4 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 26,209 shares of FNDX stock, worth $603,593. This represents 0.03% of its overall portfolio holdings.

Number of Shares
26,209
Previous 7,339 257.12%
Holding current value
$603,593
Previous $526,000 17.87%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 30, 2025
BUY
$23.49 - $71.77 $443,256 - $1.35 Million
18,870 Added 257.12%
26,209 $620,000
Q3 2024

Oct 24, 2024
BUY
$65.36 - $71.76 $130,131 - $142,874
1,991 Added 37.23%
7,339 $526,000
Q2 2024

Aug 08, 2024
BUY
$63.87 - $67.55 $122,630 - $129,696
1,920 Added 56.01%
5,348 $358,000
Q1 2024

Apr 30, 2024
BUY
$60.89 - $67.39 $208,730 - $231,012
3,428 New
3,428 $231,000
Q1 2022

May 16, 2022
BUY
$55.41 - $59.9 $8 Million - $8.65 Million
144,404 New
144,404 $19,000

Others Institutions Holding FNDX

# of Institutions
662
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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