Legacy Financial Strategies, LLC Schwab Fundamental U S Large C Transaction History

Legacy Financial Strategies, LLC

  • $448 Million
  • Q3 2024

A detailed history of Legacy Financial Strategies, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 15,470 shares of FNDX stock, worth $363,235. This represents 0.25% of its overall portfolio holdings.

Number of Shares
15,470
Previous 13,715 12.8%
Holding current value
$363,235
Previous $918,000 20.92%
% of portfolio
0.25%
Previous 0.22%

Shares

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

Oct 18, 2024
BUY
$65.36 - $71.76 $114,706 - $125,938
1,755 Added 12.8%
15,470 $1.11 Million
Q2 2024

Jul 10, 2024
BUY
$63.87 - $67.55 $875,977 - $926,448
13,715 New
13,715 $918,000

Others Institutions Holding FNDX

# of Institutions
597
Shares Held
195M
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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