Capasso Planning Partners LLC Schwab Fundamental U S Large C Transaction History

Capasso Planning Partners LLC

$236 Million
Q4 2024

A detailed history of Capasso Planning Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Capasso Planning Partners LLC holds 132,049 shares of FNDX stock, worth $3.04 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

132,049

Previous 62,872 110.03%

Holding current value

$3.04 Million

Previous $4.51 Million 30.7%

% of portfolio

1.32%

Previous 1.37%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$23.49 - $71.77 $1.62 Million - $4.96 Million	69,177 Added 110.03%	132,049 $3.13 Million
Q3 2024 Dec 02, 2024	SELL	$65.36 - $71.76 $913,928 - $1 Million	-13,983 Reduced 18.19%	62,872 $4.51 Million
Q2 2024 Dec 02, 2024	BUY	$63.87 - $67.55 $4.69 Million - $4.96 Million	73,418 Added 2136.11%	76,855 $5.15 Million
Q1 2024 Apr 23, 2024	BUY	$60.89 - $67.39 $209,278 - $231,619	3,437 New	3,437 $231,000

Others Institutions Holding FNDX

# of Institutions

662

Shares Held

578M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Capasso Planning Partners LLC Schwab Fundamental U S Large C Transaction History