Envision Financial LLC Schwab Fundamental U S Large C Transaction History
Envision Financial LLC
- $125 Billion
- Q4 2024
A detailed history of Envision Financial LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Envision Financial LLC holds 554,122 shares of FNDX stock, worth $13.4 Million. This represents 10.52% of its overall portfolio holdings.
Number of Shares
554,122Holding current value
$13.4 Million% of portfolio
10.52%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
599Shares Held
198MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.16 Billion1.82% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$112 Million1.01% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$77.3 Million5.31% of portfolio
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Mc Adam, LLC2.92MShares$70.5 Million11.84% of portfolio
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Gemmer Asset Management LLC2.47MShares$59.8 Million5.96% of portfolio