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

Masso Torrence Wealth Management Inc.

  • $178 Million
  • Q4 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 383,334 shares of FNDX stock, worth $9.47 Million. This represents 5.11% of its overall portfolio holdings.

Number of Shares
383,334
Previous 133,536 187.06%
Holding current value
$9.47 Million
Previous $9.58 Million 5.27%
% of portfolio
5.11%
Previous 5.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$23.49 - $71.77 $5.87 Million - $17.9 Million
249,798 Added 187.06%
383,334 $9.08 Million
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
599
Shares Held
211M
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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