Whipplewood Advisors, LLC Schwab Fundamental U S Large C Transaction History

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025

A detailed history of Whipplewood Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 927 shares of FNDX stock, worth $21,673. This represents 0.85% of its overall portfolio holdings.

Number of Shares
927
Previous 62,181 98.51%
Holding current value
$21,673
Previous $1.47 Billion 1.91%
% of portfolio
0.85%
Previous 0.84%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$23.03 - $25.01 $1.41 Million - $1.53 Million
-61,254 Reduced 98.51%
927 $1.44 Billion
Q4 2024

Feb 04, 2025
BUY
$23.49 - $71.77 $1.46 Million - $4.46 Million
62,181 New
62,181 $1.47 Billion

Others Institutions Holding FNDX

# of Institutions
671
Shares Held
579M
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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