Capasso Planning Partners LLC Schwab Fundamental U S Large C Transaction History

Capasso Planning Partners LLC

  • $330 Million
  • Q3 2024

A detailed history of Capasso Planning Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Capasso Planning Partners LLC holds 62,872 shares of FNDX stock, worth $1.51 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
62,872
Previous 76,855 18.19%
Holding current value
$1.51 Million
Previous $5.15 Million 12.36%
% of portfolio
1.37%
Previous 1.72%

Shares

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

Dec 02, 2024
SELL
$65.36 - $71.76 $913,928 - $1 Million
-13,983 Reduced 18.19%
62,872 $4.51 Million
Q2 2024

Dec 02, 2024
BUY
$63.87 - $67.55 $4.69 Million - $4.96 Million
73,418 Added 2136.11%
76,855 $5.15 Million
Q1 2024

Apr 23, 2024
BUY
$60.89 - $67.39 $209,278 - $231,619
3,437 New
3,437 $231,000

Others Institutions Holding FNDX

# of Institutions
597
Shares Held
193M
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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