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

Wealth Care Investment Partners, LLC

  • $220 Million
  • Q3 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 32,956 shares of FNDX stock, worth $811,706. This represents 1.08% of its overall portfolio holdings.

Number of Shares
32,956
Previous 18,325 79.84%
Holding current value
$811,706
Previous $1.23 Million 92.67%
% of portfolio
1.08%
Previous 0.59%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$65.36 - $71.76 $956,282 - $1.05 Million
14,631 Added 79.84%
32,956 $2.36 Million
Q2 2024

Jul 18, 2024
BUY
$63.87 - $67.55 $325,353 - $344,099
5,094 Added 38.5%
18,325 $1.23 Million
Q1 2024

Apr 15, 2024
BUY
$60.89 - $67.39 $295,499 - $327,043
4,853 Added 57.93%
13,231 $891,000
Q4 2023

Jan 18, 2024
BUY
$53.46 - $62.11 $447,887 - $520,357
8,378 New
8,378 $518,000

Others Institutions Holding FNDX

# of Institutions
607
Shares Held
232M
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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