Roger Wittlin Investment Advisory, LLC Schwab Fundamental U S Large C Transaction History

Roger Wittlin Investment Advisory, LLC

  • $171 Million
  • Q3 2024

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 4,400 shares of FNDX stock, worth $107,580. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,400
Previous 4,400 -0.0%
Holding current value
$107,580
Previous $294,000 7.14%
% of portfolio
0.18%
Previous 0.19%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$63.87 - $67.55 $281,028 - $297,220
4,400 New
4,400 $294,000

Others Institutions Holding FNDX

# of Institutions
626
Shares Held
516M
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 Roger Wittlin Investment Advisory, LLC Portfolio

Follow Roger Wittlin Investment Advisory, LLC 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 Roger Wittlin Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roger Wittlin Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email