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

Lantern Wealth Advisors, LLC

  • $144 Billion
  • Q3 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 7,167 shares of FNDX stock, worth $171,219. This represents 0.36% of its overall portfolio holdings.

Number of Shares
7,167
Previous 6,513 10.04%
Holding current value
$171,219
Previous $436 Million 17.91%
% of portfolio
0.36%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$65.36 - $71.76 $42,745 - $46,931
654 Added 10.04%
7,167 $514 Million
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
597
Shares Held
193M
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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