Rollins Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History

Rollins Financial Advisors, LLC

$603 Billion
Q3 2024

A detailed history of Rollins Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Rollins Financial Advisors, LLC holds 99,094 shares of FNDX stock, worth $2.33 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

99,094

Previous 89,656 10.53%

Holding current value

$2.33 Million

Previous $6.01 Billion 18.41%

% of portfolio

1.18%

Previous 1.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$65.36 - $71.76 $616,867 - $677,270	9,438 Added 10.53%	99,094 $7.11 Billion
Q2 2024 Aug 14, 2024	BUY	$63.87 - $67.55 $356,713 - $377,266	5,585 Added 6.64%	89,656 $6.01 Billion
Q1 2024 May 14, 2024	BUY	$60.89 - $67.39 $1.6 Million - $1.77 Million	26,199 Added 45.27%	84,071 $5.67 Billion
Q4 2023 Feb 13, 2024	BUY	$53.46 - $62.11 $3.09 Million - $3.59 Million	57,872 New	57,872 $3.58 Billion

Others Institutions Holding FNDX

# of Institutions

597

Shares Held

195M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Rollins Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History