Values Added Financial LLC Schwab Fundamental U S Large C Transaction History
Values Added Financial LLC
- $159 Billion
- Q3 2024
A detailed history of Values Added Financial LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Values Added Financial LLC holds 4,747 shares of FNDX stock, worth $112,361. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,747Holding current value
$112,361% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
571Shares Held
189MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.08 Billion1.68% of portfolio
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Captrust Financial Advisors Raleigh, NC4.33MShares$102 Million0.94% of portfolio
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Mc Adam, LLC2.92MShares$69 Million11.84% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$63.8 Million4.53% of portfolio
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Northwest Bancshares, Inc. Warren, PA2.1MShares$49.7 Million23.99% of portfolio