Keyvantage Wealth, LLC Schwab Fundamental U S Large C Transaction History
Keyvantage Wealth, LLC
- $238 Billion
- Q3 2025
A detailed history of Keyvantage Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 23,787 shares of FNDX stock, worth $632,020. This represents 0.26% of its overall portfolio holdings.
Number of Shares
23,787
Previous 23,787
-0.0%
Holding current value
$632,020
Previous $584 Million
7.17%
% of portfolio
0.26%
Previous 0.26%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
769Shares Held
631MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio