Coppell Advisory Solutions LLC Schwab Fundamental U S Large C Transaction History
Coppell Advisory Solutions LLC
- $716 Billion
- Q4 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 144 shares of FNDX stock, worth $3,572. This represents 0.0% of its overall portfolio holdings.
Number of Shares
144
Previous 48
200.0%
Holding current value
$3,572
Previous $3.43 Million
0.84%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
654Shares Held
573MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.75 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$371 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$258 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$226 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$148 Million7.37% of portfolio