Maia Wealth LLC Schwab Fundamental U S Large C Transaction History
Maia Wealth LLC
- $405 Billion
- Q3 2024
A detailed history of Maia Wealth LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Maia Wealth LLC holds 9,542 shares of FNDX stock, worth $235,496. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,542
Previous 4,749
100.93%
Holding current value
$235,496
Previous $327 Million
30.24%
% of portfolio
0.06%
Previous 0.1%
Shares
2 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