High Note Wealth, LLC Schwab Fundamental U S Large C Transaction History

High Note Wealth, LLC

  • $392 Million
  • Q1 2025

A detailed history of High Note Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, High Note Wealth, LLC holds 4,062 shares of FNDX stock, worth $96,106. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,062
Previous 4,062 -0.0%
Holding current value
$96,106
Previous $96,000 1.04%
% of portfolio
0.02%
Previous 0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Apr 01, 2025
BUY
$23.49 - $71.77 $95,416 - $291,529
4,062 New
4,062 $96,000

Others Institutions Holding FNDX

# of Institutions
691
Shares Held
590M
Call Options Held
0
Put Options Held
117
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track High Note Wealth, LLC Portfolio

Follow High Note Wealth, 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 High Note Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Note Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email