Castleview Partners, LLC Schwab Fundamental U S Large C Transaction History

Castleview Partners, LLC

  • $144 Million
  • Q3 2024

A detailed history of Castleview Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Castleview Partners, LLC holds 451 shares of FNDX stock, worth $10,648. This represents 0.02% of its overall portfolio holdings.

Number of Shares
451
Holding current value
$10,648
% of portfolio
0.02%

Shares

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

Oct 21, 2024
BUY
$65.36 - $71.76 $29,477 - $32,363
451 New
451 $32,000
Q2 2022

Aug 17, 2022
SELL
$49.93 - $59.29 $2.54 Million - $3.01 Million
-50,828 Reduced 99.86%
72 $0
Q2 2022

Aug 16, 2022
BUY
$49.93 - $59.29 $2.49 Million - $2.96 Million
49,900 Added 4990.0%
50,900 $0
Q1 2022

May 16, 2022
BUY
$55.41 - $59.9 $55,410 - $59,900
1,000 New
1,000 $58,000
Q4 2021

Feb 17, 2022
SELL
$54.44 - $58.74 $97,992 - $105,732
-1,800 Closed
0 $0
Q2 2021

Aug 17, 2021
BUY
$52.09 - $56.08 $93,762 - $100,944
1,800 New
1,800 $98,000

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

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