Atria Investments LLC Schwab Fundamental U S Large C Transaction History
Atria Investments LLC
- $7.49 Billion
- Q4 2024
A detailed history of Atria Investments LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Atria Investments LLC holds 8,686 shares of FNDX stock, worth $213,241. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,686
Previous 3,480
149.6%
Holding current value
$213,241
Previous $249,000
17.67%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding FNDX
# of Institutions
658Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.65 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$367 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$255 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio