Farther Finance Advisors, LLC Schwab Fundamental U S Large C Transaction History
Farther Finance Advisors, LLC
- $2.67 Trillion
- Q3 2024
A detailed history of Farther Finance Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 2,603 shares of FNDX stock, worth $64,242. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,603
Previous 5,185
49.8%
Holding current value
$64,242
Previous $346 Million
46.09%
% of portfolio
0.01%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding FNDX
# of Institutions
601Shares Held
220MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78.9 Million5.31% of portfolio
-
Charles Schwab Trust CO2.71MShares$66.8 Million5.63% of portfolio