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 $113,975. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,747Holding current value
$113,975% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.14 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.7 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56 Million0.04% of portfolio