Atlantic Edge Private Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Atlantic Edge Private Wealth Management, LLC
- $329 Billion
- Q3 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 233 shares of FNDX stock, worth $5,566. This represents 0.01% of its overall portfolio holdings.
Number of Shares
233
Previous 233
-0.0%
Holding current value
$5,566
Previous $15.6 Million
7.14%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.12 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.4 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$69.7 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.7 Million0.04% of portfolio