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

Wellspring Financial Advisors, LLC

  • $838 Billion
  • Q3 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 8,142 shares of FNDX stock, worth $200,944. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,142
Previous 8,069 0.9%
Holding current value
$200,944
Previous $540 Million 8.1%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 13, 2024
BUY
$65.36 - $71.76 $4,771 - $5,238
73 Added 0.9%
8,142 $584 Million
Q1 2024

May 01, 2024
BUY
$60.89 - $67.39 $2,070 - $2,291
34 Added 0.42%
8,069 $544 Million
Q4 2023

Feb 13, 2024
BUY
$53.46 - $62.11 $2,298 - $2,670
43 Added 0.54%
8,035 $498 Million
Q3 2023

Nov 14, 2023
BUY
$55.81 - $59.78 $2,176 - $2,331
39 Added 0.49%
7,992 $447 Million
Q2 2023

Aug 11, 2023
BUY
$53.84 - $57.58 $2,099 - $2,245
39 Added 0.49%
7,953 $458 Million
Q1 2023

May 12, 2023
BUY
$52.49 - $57.54 $2,047 - $2,244
39 Added 0.5%
7,914 $435 Million
Q4 2022

Feb 13, 2023
BUY
$48.43 - $56.6 $2,082 - $2,433
43 Added 0.55%
7,875 $420,000
Q3 2022

Nov 14, 2022
BUY
$47.76 - $56.79 $2,101 - $2,498
44 Added 0.56%
7,832 $374,000
Q2 2022

Aug 12, 2022
BUY
$49.93 - $59.29 $2,196 - $2,608
44 Added 0.57%
7,788 $396,000
Q1 2022

May 10, 2022
BUY
$55.41 - $59.9 $1,717 - $1,856
31 Added 0.4%
7,744 $453,000
Q4 2021

Jan 03, 2022
BUY
$54.44 - $58.74 $2,014 - $2,173
37 Added 0.48%
7,713 $452,000
Q3 2021

Nov 12, 2021
BUY
$52.82 - $56.3 $1,848 - $1,970
35 Added 0.46%
7,676 $414,000
Q2 2021

Aug 13, 2021
BUY
$52.09 - $56.08 $11,303 - $12,169
217 Added 2.92%
7,641 $418,000
Q1 2021

May 17, 2021
SELL
$44.75 - $52.45 $6,981 - $8,182
-156 Reduced 2.06%
7,424 $233,000
Q4 2020

Feb 16, 2021
BUY
$37.99 - $45.31 $1,557 - $1,857
41 Added 0.54%
7,580 $343,000
Q3 2020

Nov 13, 2020
BUY
$36.46 - $41.42 $2,333 - $2,650
64 Added 0.86%
7,539 $292,000
Q2 2020

Aug 14, 2020
BUY
$29.92 - $40.24 $1,525 - $2,052
51 Added 0.69%
7,475 $275,000
Q1 2020

May 14, 2020
BUY
$27.15 - $43.59 $201,561 - $323,612
7,424 New
7,424 $233,000

Others Institutions Holding FNDX

# of Institutions
601
Shares Held
220M
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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