Prospera Financial Services Inc Schwab Fundamental U S Large C Transaction History

Prospera Financial Services Inc

  • $3.82 Billion
  • Q3 2024

A detailed history of Prospera Financial Services Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Prospera Financial Services Inc holds 34,170 shares of FNDX stock, worth $843,999. This represents 0.06% of its overall portfolio holdings.

Number of Shares
34,170
Previous 31,254 9.33%
Holding current value
$843,999
Previous $2.09 Million 17.15%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 07, 2024
BUY
$65.36 - $71.76 $190,589 - $209,252
2,916 Added 9.33%
34,170 $2.45 Million
Q2 2024

Aug 13, 2024
SELL
$63.87 - $67.55 $48,860 - $51,675
-765 Reduced 2.39%
31,254 $2.09 Million
Q1 2024

Aug 13, 2024
SELL
$60.89 - $67.39 $74,772 - $82,754
-1,228 Reduced 3.93%
30,026 $2.02 Million
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $119,269 - $138,567
2,231 Added 7.49%
32,019 $1.98 Million
Q3 2023

Nov 13, 2023
SELL
$55.81 - $59.78 $1,841 - $1,972
-33 Reduced 0.11%
29,788 $1.67 Million
Q2 2023

Aug 08, 2023
SELL
$53.84 - $57.58 $326,055 - $348,704
-6,056 Reduced 16.88%
29,821 $1.72 Million
Q1 2023

May 12, 2023
BUY
$52.49 - $57.54 $7,191 - $7,882
137 Added 0.38%
35,877 $1.97 Million
Q4 2022

Feb 08, 2023
SELL
$48.43 - $56.6 $57,244 - $66,901
-1,182 Reduced 3.2%
35,740 $1.91 Million
Q3 2022

Oct 27, 2022
SELL
$47.76 - $56.79 $308,911 - $367,317
-6,468 Reduced 14.91%
36,922 $1.76 Million
Q2 2022

Aug 08, 2022
SELL
$49.93 - $59.29 $2,796 - $3,320
-56 Reduced 0.13%
43,390 $2.21 Million
Q1 2022

May 04, 2022
BUY
$55.41 - $59.9 $270,456 - $292,371
4,881 Added 12.66%
43,446 $2.54 Million
Q4 2021

Feb 10, 2022
BUY
$54.44 - $58.74 $1.01 Million - $1.09 Million
18,488 Added 92.09%
38,565 $2.26 Million
Q3 2021

Nov 12, 2021
BUY
$52.82 - $56.3 $784,905 - $836,618
14,860 Added 284.84%
20,077 $1.08 Million
Q2 2021

Aug 12, 2021
BUY
$52.09 - $56.08 $271,753 - $292,569
5,217 New
5,217 $286,000

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
Track This Portfolio

Track Prospera Financial Services Inc Portfolio

Follow Prospera Financial Services 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 Prospera Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Prospera Financial Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email