CPA
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Capital Planning Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Capital Planning Advisors’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-24,690
Closed -$278K – 136
2017
Q1 		$278K Buy
+24,690
New +$278K 0.14% 99