Pacific Capital Wealth Advisors, Inc Schwab Fundamental U S Large C Transaction History

Pacific Capital Wealth Advisors, Inc

  • $598 Million
  • Q4 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 8,439 shares of FNDX stock, worth $208,274. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,439
Previous 2,813 200.0%
Holding current value
$208,274
Previous $201,000 1.0%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 22, 2025
BUY
$23.49 - $71.77 $132,154 - $403,778
5,626 Added 200.0%
8,439 $199,000
Q3 2024

Oct 15, 2024
BUY
$65.36 - $71.76 $65 - $71
1 Added 0.04%
2,813 $201,000
Q2 2024

Aug 06, 2024
BUY
$63.87 - $67.55 $8,175 - $8,646
128 Added 4.77%
2,812 $188,000
Q4 2023

Feb 06, 2024
BUY
$53.46 - $62.11 $143,486 - $166,703
2,684 New
2,684 $166,000

Others Institutions Holding FNDX

# of Institutions
601
Shares Held
220M
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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