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

Stone Point Wealth LLC

  • $318 Million
  • Q2 2025

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 8,535 shares of FNDX stock, worth $212,521. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,535
Previous 11,035 22.66%
Holding current value
$212,521
Previous $260,000 19.62%
% of portfolio
0.07%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$20.84 - $24.54 $52,100 - $61,350
-2,500 Reduced 22.66%
8,535 $209,000
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
707
Shares Held
598M
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
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point 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 Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email