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

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 1,340 shares of FNDX stock, worth $32,763. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,340
Previous 445 201.12%
Holding current value
$32,763
Previous $31,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$23.49 - $71.77 $21,023 - $64,234
895 Added 201.12%
1,340 $31,000
Q3 2024

Nov 04, 2024
BUY
$65.36 - $71.76 $261 - $287
4 Added 0.91%
445 $31,000
Q1 2024

Apr 29, 2024
SELL
$60.89 - $67.39 $16,562 - $18,330
-272 Reduced 38.15%
441 $29,000
Q4 2023

Jan 23, 2024
BUY
$53.46 - $62.11 $38,116 - $44,284
713 New
713 $44,000

Others Institutions Holding FNDX

# of Institutions
628
Shares Held
519M
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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