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

Kiley Juergens Wealth Management, LLC

  • $385 Million
  • Q4 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2018

Jan 15, 2019
SELL
N/A
-1,810 Closed
0 $0
Q2 2018

Jul 23, 2018
BUY
N/A
1,810 New
1,810 $67,000
Q1 2018

Apr 23, 2018
SELL
N/A
-1,780 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
1,780
1,780 $66,000

Others Institutions Holding FNDX

# of Institutions
599
Shares Held
211M
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
Track This Portfolio

Track Kiley Juergens Wealth Management, LLC Portfolio

Follow Kiley Juergens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kiley Juergens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kiley Juergens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email