A detailed history of Wfa Of San Diego, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 57 shares of FNDX stock, worth $1,407. This represents 0.0% of its overall portfolio holdings.

Number of Shares
57
Previous 57 -0.0%
Holding current value
$1,407
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

BUY
$53.84 - $57.58 $3,068 - $3,282
57 New
57 $3,000
Q4 2022

Jan 31, 2023

BUY
$48.43 - $56.6 $2,760 - $3,226
57 New
57 $3,000
Q2 2022

Jul 28, 2022

BUY
$49.93 - $59.29 $13,031 - $15,474
261 New
261 $13,000

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Wfa Of San Diego, LLC Portfolio

Follow Wfa Of San Diego, 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 Wfa Of San Diego, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Of San Diego, LLC with notifications on news.