World Equity Group, Inc. Schwab Fundamental U S Large C Transaction History

World Equity Group, Inc.

$277 Billion
Q3 2024

A detailed history of World Equity Group, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, World Equity Group, Inc. holds 12,876 shares of FNDX stock, worth $309,925. This represents 0.33% of its overall portfolio holdings.

Number of Shares

12,876

Previous 23,418 45.02%

Holding current value

$309,925

Previous $1.57 Billion 41.09%

% of portfolio

0.33%

Previous 0.47%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$65.36 - $71.76 $689,025 - $756,493	-10,542 Reduced 45.02%	12,876 $924 Million
Q2 2024 Jul 18, 2024	SELL	$63.87 - $67.55 $1.18 Million - $1.24 Million	-18,408 Reduced 44.01%	23,418 $1.57 Billion
Q1 2024 Jul 18, 2024	BUY	$60.89 - $67.39 $2.55 Million - $2.82 Million	41,826 New	41,826 $2.82 Billion
Q2 2022 Sep 06, 2024	SELL	$49.93 - $59.29 $1.34 Million - $1.59 Million	-26,798 Closed	0 $0
Q1 2022 Sep 06, 2024	BUY	$55.41 - $59.9 $187,285 - $202,462	3,380 Added 14.43%	26,798 $1.57 Billion

Others Institutions Holding FNDX

# of Institutions

597

Shares Held

193M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.

Account

World Equity Group, Inc. Schwab Fundamental U S Large C Transaction History