Highline Wealth Partners LLC Schwab Fundamental U S Large C Transaction History

Highline Wealth Partners LLC

$306 Billion
Q4 2024

A detailed history of Highline Wealth Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Highline Wealth Partners LLC holds 189,158 shares of FNDX stock, worth $4.62 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

189,158

Previous 39,820 375.03%

Holding current value

$4.62 Million

Previous $2.86 Billion 56.75%

% of portfolio

1.46%

Previous 0.96%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$23.49 - $71.77 $3.51 Million - $10.7 Million	149,338 Added 375.03%	189,158 $4.48 Billion
Q3 2024 Oct 25, 2024	BUY	$65.36 - $71.76 $2.6 Million - $2.86 Million	39,820 New	39,820 $2.86 Billion
Q2 2024 Oct 28, 2024	SELL	$63.87 - $67.55 $2.33 Million - $2.47 Million	-36,495 Reduced 91.65%	3,325 $223 Million
Q1 2024 Oct 28, 2024	SELL	$60.89 - $67.39 $2.36 Million - $2.62 Million	-38,829 Reduced 97.51%	991 $66.8 Million

Others Institutions Holding FNDX

# of Institutions

626

Shares Held

516M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Highline Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Highline Wealth Partners LLC with notifications on news.

Account

Highline Wealth Partners LLC Schwab Fundamental U S Large C Transaction History