WealthPLAN Partners, LLC's ownership history for FNDX


WealthPLAN Partners, LLC currently holds 20.9K shares with a market value of $550.1K. It started holding FNDX on 2024-09-30. At its peak, it held 21.8K shares on 2025-06-30. Its highest holding value was $550.1K on 2025-09-30. At its lowest, it held 7.4K shares on 2024-09-30, with a value of $501.5K on 2025-03-31. In the recent 180 days, WealthPLAN Partners, LLC has decreased its shares by 323. In the recent year, WealthPLAN Partners, LLC has increased its shares by 13.6K.


WealthPLAN Partners, LLC's ownership history for FNDX