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

Wealth Care Investment Partners, LLC

  • $198 Million
  • Q1 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 13,231 shares of FNDX stock, worth $888,461. This represents 0.45% of its overall portfolio holdings.

Number of Shares
13,231
Previous 8,378 57.93%
Holding current value
$888,461
Previous $518,000 72.01%
% of portfolio
0.45%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
517
Shares Held
183M
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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