Regal Investment Advisors LLC Schwab Fundamental U S Large C Transaction History

Regal Investment Advisors LLC

  • $1.3 Billion
  • Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Regal Investment Advisors LLC holds 22,582 shares of FNDX stock, worth $560,259. This represents 0.04% of its overall portfolio holdings.

Number of Shares
22,582
Previous 7,400 205.16%
Holding current value
$560,259
Previous $531,000 0.56%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Feb 13, 2025
BUY
$23.49 - $71.77 $356,625 - $1.09 Million
15,182 Added 205.16%
22,582 $534,000
Q2 2024

Aug 14, 2024
BUY
$63.87 - $67.55 $2,938 - $3,107
46 Added 0.63%
7,400 $495,000
Q1 2024

May 15, 2024
BUY
$60.89 - $67.39 $164,403 - $181,953
2,700 Added 58.01%
7,354 $495,000
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $248,802 - $289,059
4,654 New
4,654 $288,000
Q2 2022

Aug 09, 2022
SELL
$49.93 - $59.29 $202,865 - $240,895
-4,063 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$55.41 - $59.9 $225,130 - $243,373
4,063 New
4,063 $238,000

Others Institutions Holding FNDX

# of Institutions
644
Shares Held
546M
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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