Williams Jones Wealth Management, Llc. Schwab Fundamental U S Large C Transaction History

Williams Jones Wealth Management, Llc.

  • $8.37 Billion
  • Q3 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 3,617 shares of FNDX stock, worth $89,339. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,617
Previous 3,617 -0.0%
Holding current value
$89,339
Previous $242,000 7.02%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 05, 2024
BUY
$63.87 - $67.55 $8,303 - $8,781
130 Added 3.73%
3,617 $242,000
Q1 2024

May 07, 2024
SELL
$60.89 - $67.39 $17,353 - $19,206
-285 Reduced 7.56%
3,487 $234,000
Q4 2023

Feb 14, 2024
SELL
$53.46 - $62.11 $11,493 - $13,353
-215 Reduced 5.39%
3,772 $233,000
Q3 2023

Nov 14, 2023
BUY
$55.81 - $59.78 $222,514 - $238,342
3,987 New
3,987 $223,000

Others Institutions Holding FNDX

# of Institutions
599
Shares Held
211M
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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