Catalyst Financial Partners LLC Schwab Fundamental U S Large C Transaction History

Catalyst Financial Partners LLC

  • $532 Billion
  • Q4 2024

A detailed history of Catalyst Financial Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Catalyst Financial Partners LLC holds 8,994 shares of FNDX stock, worth $219,903. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,994
Previous 2,998 200.0%
Holding current value
$219,903
Previous $215 Million 1.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 29, 2025
BUY
$23.49 - $71.77 $140,846 - $430,332
5,996 Added 200.0%
8,994 $213 Million
Q2 2024

Jul 25, 2024
BUY
$63.87 - $67.55 $191,482 - $202,514
2,998 New
2,998 $201 Million

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
Track This Portfolio

Track Catalyst Financial Partners LLC Portfolio

Follow Catalyst Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Catalyst Financial Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email