Signal Advisors Wealth, LLC Schwab Fundamental U S Large C Transaction History
Signal Advisors Wealth, LLC
- $884 Billion
- Q4 2024
A detailed history of Signal Advisors Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Signal Advisors Wealth, LLC holds 292,791 shares of FNDX stock, worth $7.23 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
292,791
Previous 87,048
236.36%
Holding current value
$7.23 Million
Previous $6.25 Billion
10.99%
% of portfolio
0.78%
Previous 0.89%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
599Shares Held
211MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.23 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$79 Million5.31% of portfolio
-
Charles Schwab Trust CO2.71MShares$66.9 Million5.63% of portfolio