Wealth Plan Investment Management, LLC Schwab Fundamental U S Large C Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
BUY
$55.81 - $59.78 $373,647 - $400,227
6,695 New
6,695 $374,000
Q4 2022

Feb 15, 2023
BUY
$48.43 - $56.6 $34,046 - $39,789
703 Added 15.13%
5,350 $285,000
Q3 2022

Dec 12, 2022
BUY
$47.76 - $56.79 $221,940 - $263,903
4,647 New
4,647 $252,000

Others Institutions Holding FNDX

# of Institutions
593
Shares Held
193M
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 Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email