Wealth Care Investment Partners, LLC Schwab Fundamental Intl Large Transaction History

Wealth Care Investment Partners, LLC

  • $220 Million
  • Q3 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 152,463 shares of FNDF stock, worth $5.27 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
152,463
Previous 155,498 1.95%
Holding current value
$5.27 Million
Previous $5.45 Million 4.59%
% of portfolio
2.59%
Previous 2.64%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$33.67 - $37.71 $102,188 - $114,449
-3,035 Reduced 1.95%
152,463 $5.7 Million
Q2 2024

Jul 18, 2024
SELL
$34.19 - $36.51 $62,567 - $66,813
-1,830 Reduced 1.16%
155,498 $5.45 Million
Q1 2024

Apr 15, 2024
BUY
$32.59 - $35.65 $754,621 - $825,475
23,155 Added 17.26%
157,328 $5.6 Million
Q4 2023

Jan 18, 2024
BUY
$30.23 - $33.77 $733,954 - $819,901
24,279 Added 22.09%
134,173 $4.53 Million
Q3 2023

Oct 10, 2023
BUY
$31.51 - $33.54 $1.02 Million - $1.09 Million
32,511 Added 42.01%
109,894 $3.48 Million
Q2 2023

Jul 13, 2023
BUY
$30.91 - $33.09 $1.2 Million - $1.28 Million
38,780 Added 100.46%
77,383 $2.5 Million
Q1 2023

Apr 10, 2023
BUY
$29.24 - $31.97 $234,534 - $256,431
8,021 Added 26.23%
38,603 $1.21 Million
Q4 2022

Jan 19, 2023
SELL
$25.2 - $30.35 $172,519 - $207,776
-6,846 Reduced 18.29%
30,582 $0
Q3 2022

Oct 17, 2022
SELL
$25.15 - $29.74 $11,040 - $13,055
-439 Reduced 1.16%
37,428 $941,000
Q2 2022

Jul 18, 2022
BUY
$28.1 - $32.52 $276,953 - $320,517
9,856 Added 35.19%
37,867 $1.07 Million
Q1 2022

Apr 14, 2022
BUY
$29.7 - $34.12 $831,926 - $955,735
28,011 New
28,011 $893,000

Others Institutions Holding FNDF

# of Institutions
589
Shares Held
289M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

FNDF Quotes by TradingView
  • Ticker FNDF
  • Sector ETFs
  • Industry ETFs
More about FNDF
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