Affinity Capital Advisors, LLC Schwab Fundamental U S Large C Transaction History
Affinity Capital Advisors, LLC
- $720 Million
- Q4 2025
A detailed history of Affinity Capital Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Affinity Capital Advisors, LLC holds 7,549 shares of FNDX stock, worth $200,576. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,549Holding current value
$200,576% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
774Shares Held
632MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
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Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
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Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
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Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio