Urban Financial Advisory Corp Schwab Fundamental U S Large C Transaction History

Urban Financial Advisory Corp

  • $164 Billion
  • Q2 2024

A detailed history of Urban Financial Advisory Corp transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Urban Financial Advisory Corp holds 83,679 shares of FNDX stock, worth $2 Million. This represents 3.42% of its overall portfolio holdings.

Number of Shares
83,679
Previous 26,722 213.15%
Holding current value
$2 Million
Previous $1.8 Billion 211.24%
% of portfolio
3.42%
Previous 1.11%

Shares

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

Aug 12, 2024
BUY
$63.87 - $67.55 $3.64 Million - $3.85 Million
56,957 Added 213.15%
83,679 $5.6 Billion
Q1 2024

May 09, 2024
BUY
$60.89 - $67.39 $1.63 Million - $1.8 Million
26,722 New
26,722 $1.8 Billion

Others Institutions Holding FNDX

# of Institutions
571
Shares Held
189M
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 Urban Financial Advisory Corp Portfolio

Follow Urban Financial Advisory Corp 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 Urban Financial Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Urban Financial Advisory Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email