Wr Wealth Planners, LLC Schwab Fundamental U S Large C Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,501 shares of FNDX stock, worth $62,474. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,501
Previous 830 201.33%
Holding current value
$62,474
Previous $59,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 05, 2025
BUY
$23.49 - $71.77 $39,251 - $119,927
1,671 Added 201.33%
2,501 $59,000
Q3 2024

Oct 17, 2024
BUY
$65.36 - $71.76 $54,248 - $59,560
830 New
830 $59,000
Q3 2023

Aug 01, 2024
SELL
$55.81 - $59.78 $4,185 - $4,483
-75 Closed
0 $0
Q2 2023

Aug 01, 2024
BUY
$53.84 - $57.58 $4,038 - $4,318
75 New
75 $4.33 Million

Others Institutions Holding FNDX

# of Institutions
696
Shares Held
594M
Call Options Held
0
Put Options Held
117
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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