En Rich Financial Partners LLC Schwab Fundamental U S Large C Transaction History
En Rich Financial Partners LLC
- $300 Billion
- Q4 2024
A detailed history of En Rich Financial Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, En Rich Financial Partners LLC holds 306 shares of FNDX stock, worth $6,735. This represents 0.0% of its overall portfolio holdings.
Number of Shares
306
Previous 102
200.0%
Holding current value
$6,735
Previous $7.32 Million
1.01%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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