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 $9.41 Million. This represents 5.11% of its overall portfolio holdings.

Number of Shares

383,334

Previous 133,536 187.06%

Holding current value

$9.41 Million

Previous $9.58 Million 5.27%

% of portfolio

5.11%

Previous 5.41%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

658

Shares Held

578M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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