Accredited Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Accredited Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 300 shares of FNDX stock, worth $7,488. This represents 0.01% of its overall portfolio holdings.
Number of Shares
300Holding current value
$7,488% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
656Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.81 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC14.9MShares$373 Million1.03% of portfolio
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Signature Estate & Investment Advisors LLC10.4MShares$259 Million6.25% of portfolio
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Mc Adam, LLC9.11MShares$227 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$149 Million7.37% of portfolio