A detailed history of Legend Financial Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 137,836 shares of FNDX stock, worth $3.31 Million. This represents 6.83% of its overall portfolio holdings.

Number of Shares
137,836
Previous 139,866 1.45%
Holding current value
$3.31 Million
Previous $9.37 Billion 5.58%
% of portfolio
6.83%
Previous 6.65%

Shares

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

Oct 17, 2024

SELL
$65.36 - $71.76 $132,680 - $145,672
-2,030 Reduced 1.45%
137,836 $9.89 Billion
Q2 2024

Jul 26, 2024

BUY
$63.87 - $67.55 $391,012 - $413,541
6,122 Added 4.58%
139,866 $9.37 Billion
Q1 2024

Apr 17, 2024

BUY
$60.89 - $67.39 $186,506 - $206,415
3,063 Added 2.34%
133,744 $9.01 Billion
Q4 2023

Jan 31, 2024

SELL
$53.46 - $62.11 $53,192 - $61,799
-995 Reduced 0.76%
130,681 $8.09 Billion
Q3 2023

Nov 13, 2023

SELL
$55.81 - $59.78 $43,141 - $46,209
-773 Reduced 0.58%
131,676 $7.37 Billion
Q2 2023

Aug 09, 2023

SELL
$53.84 - $57.58 $5,222 - $5,585
-97 Reduced 0.07%
132,449 $7.63 Billion
Q1 2023

Apr 26, 2023

BUY
$52.49 - $57.54 $31,703 - $34,754
604 Added 0.46%
132,546 $7.28 Billion
Q4 2022

Jan 30, 2023

SELL
$48.43 - $56.6 $86,447 - $101,031
-1,785 Reduced 1.33%
131,942 $7.05 Billion
Q3 2022

Nov 18, 2022

BUY
$47.76 - $56.79 $502,387 - $597,374
10,519 Added 8.54%
133,727 $6.39 Billion
Q2 2022

Aug 08, 2022

BUY
$49.93 - $59.29 $6.15 Million - $7.31 Million
123,208 New
123,208 $6.27 Million

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Legend Financial Advisors, Inc. Portfolio

Follow Legend Financial Advisors, Inc. 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 Legend Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legend Financial Advisors, Inc. with notifications on news.