Compass Planning Associates Inc Schwab Fundamental U S Large C Transaction History

Compass Planning Associates Inc

  • $98.9 Billion
  • Q1 2025

A detailed history of Compass Planning Associates Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Compass Planning Associates Inc holds 23,971 shares of FNDX stock, worth $542,224. This represents 0.57% of its overall portfolio holdings.

Number of Shares
23,971
Previous 23,863 0.45%
Holding current value
$542,224
Previous $565 Million 0.15%
% of portfolio
0.57%
Previous 0.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$23.03 - $25.01 $2,487 - $2,701
108 Added 0.45%
23,971 $566 Million
Q4 2024

Feb 03, 2025
BUY
$23.49 - $71.77 $560,541 - $1.71 Million
23,863 New
23,863 $565 Million

Others Institutions Holding FNDX

# of Institutions
679
Shares Held
579M
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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