Lantern Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Lantern Wealth Advisors, LLC

  • $138 Billion
  • Q2 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 6,513 shares of FNDX stock, worth $155,595. This represents 0.32% of its overall portfolio holdings.

Number of Shares
6,513
Previous 6,468 0.7%
Holding current value
$155,595
Previous $436 Million 0.08%
% of portfolio
0.32%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$63.87 - $67.55 $2,874 - $3,039
45 Added 0.7%
6,513 $436 Million
Q1 2024

May 14, 2024
BUY
$60.89 - $67.39 $393,836 - $435,878
6,468 New
6,468 $436 Million

Others Institutions Holding FNDX

# of Institutions
570
Shares Held
188M
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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