Masso Torrence Wealth Management Inc. Schwab Fundamental U S Large C Transaction History

Masso Torrence Wealth Management Inc.

  • $177 Million
  • Q3 2024

A detailed history of Masso Torrence Wealth Management Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 133,536 shares of FNDX stock, worth $3.21 Million. This represents 5.41% of its overall portfolio holdings.

Number of Shares
133,536
Previous 134,633 0.81%
Holding current value
$3.21 Million
Previous $9.02 Million 6.27%
% of portfolio
5.41%
Previous 5.22%

Shares

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

Oct 23, 2024
SELL
$65.36 - $71.76 $71,699 - $78,720
-1,097 Reduced 0.81%
133,536 $9.58 Million
Q2 2024

Jul 22, 2024
BUY
$63.87 - $67.55 $359,843 - $380,576
5,634 Added 4.37%
134,633 $9.02 Million
Q1 2024

Apr 23, 2024
BUY
$60.89 - $67.39 $556,230 - $615,607
9,135 Added 7.62%
128,999 $8.69 Million
Q4 2023

Feb 01, 2024
BUY
$53.46 - $62.11 $6.41 Million - $7.44 Million
119,864 New
119,864 $7.42 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
Track This Portfolio

Track Masso Torrence Wealth Management Inc. Portfolio

Follow Masso Torrence Wealth Management 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 Masso Torrence Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Masso Torrence Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email