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

Compass Planning Associates Inc

  • $98.5 Billion
  • Q4 2024

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 23,863 shares of FNDX stock, worth $557,916. This represents 0.57% of its overall portfolio holdings.

Number of Shares
23,863
Holding current value
$557,916
% of portfolio
0.57%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
664
Shares Held
578M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
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More about FNDX
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