Abound Wealth Management Schwab Fundamental U S Large C Transaction History
Abound Wealth Management
- $300 Billion
- Q1 2025
A detailed history of Abound Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Abound Wealth Management holds 15,726 shares of FNDX stock, worth $346,129. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,726
Previous 15,707
0.12%
Holding current value
$346,129
Previous $372 Million
0.17%
% of portfolio
0.12%
Previous 0.12%
Shares
13 transactions
Others Institutions Holding FNDX
# of Institutions
672Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.65 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$329 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$229 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$201 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$133 Million7.44% of portfolio