Wealth Plan Partners, LLC Schwab Fundamental Intl Large Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 7,168 shares of FNDF stock, worth $236,113. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,168

Previous 7,162 0.08%

Holding current value

$236,113

Previous $251 Million 6.77%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$33.67 - $37.71 $202 - $226	6 Added 0.08%	7,168 $268 Million
Q2 2024 Aug 09, 2024	SELL	$34.19 - $36.51 $786 - $839	-23 Reduced 0.32%	7,162 $251 Million
Q1 2024 May 07, 2024	BUY	$32.59 - $35.65 $1,075 - $1,176	33 Added 0.46%	7,185 $256 Million
Q4 2023 Jan 05, 2024	BUY	$30.23 - $33.77 $8,948 - $9,995	296 Added 4.32%	7,152 $241 Million
Q3 2023 Nov 01, 2023	BUY	$31.51 - $33.54 $20,922 - $22,270	664 Added 10.72%	6,856 $217 Million
Q2 2023 Jul 31, 2023	BUY	$30.91 - $33.09 $21,451 - $22,964	694 Added 12.62%	6,192 $200 Million
Q1 2023 May 10, 2023	BUY	$29.24 - $31.97 $160,761 - $175,771	5,498 New	5,498 $172 Million

Others Institutions Holding FNDF

# of Institutions

591

Shares Held

289M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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Wealth Plan Partners, LLC Schwab Fundamental Intl Large Transaction History