Revolve Wealth Partners, LLC Schwab Fundamental U S Large C Transaction History

Revolve Wealth Partners, LLC

  • $660 Million
  • Q1 2025

A detailed history of Revolve Wealth Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 34,911 shares of FNDX stock, worth $816,219. This represents 0.12% of its overall portfolio holdings.

Number of Shares
34,911
Previous 30,360 14.99%
Holding current value
$816,219
Previous $718,000 13.65%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Apr 14, 2025
BUY
$23.03 - $25.01 $104,809 - $113,820
4,551 Added 14.99%
34,911 $816,000
Q4 2024

Jan 22, 2025
BUY
$23.49 - $71.77 $713,156 - $2.18 Million
30,360 New
30,360 $718,000

Others Institutions Holding FNDX

# of Institutions
674
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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