Stone Point Wealth LLC Schwab Fundamental U S Large C Transaction History

Stone Point Wealth LLC

  • $294 Million
  • Q4 2024

A detailed history of Stone Point Wealth LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Stone Point Wealth LLC holds 11,035 shares of FNDX stock, worth $273,778. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,035
Previous 3,755 193.87%
Holding current value
$273,778
Previous $269,000 2.97%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 28, 2025
BUY
$23.49 - $71.77 $171,007 - $522,485
7,280 Added 193.87%
11,035 $261,000
Q1 2024

May 01, 2024
BUY
$60.89 - $67.39 $228,641 - $253,049
3,755 New
3,755 $253,000

Others Institutions Holding FNDX

# of Institutions
644
Shares Held
546M
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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