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 3,437 shares of FNDX stock, worth $245,882. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,437
Holding current value
$245,882
% of portfolio
0.1%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB FUNDAMENTAL U S LARGE C


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

Track Capasso Planning Partners LLC Portfolio

Follow Capasso Planning Partners 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 Capasso Planning Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capasso Planning Partners LLC with notifications on news.