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

Destiny Wealth Partners, LLC

  • $759 Million
  • Q3 2025

A detailed history of Destiny Wealth Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 13,389 shares of FNDX stock, worth $355,745. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,389
Previous 12,141 10.28%
Holding current value
$355,745
Previous $297,000 18.52%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
BUY
$24.38 - $26.34 $30,426 - $32,872
1,248 Added 10.28%
13,389 $352,000
Q1 2025

Apr 14, 2025
BUY
$23.03 - $25.01 $279,607 - $303,646
12,141 New
12,141 $283,000

Others Institutions Holding FNDX

# of Institutions
770
Shares Held
631M
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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