Avant Capital LLC Schwab Fundamental U S Large C Transaction History
Avant Capital LLC
- $140 Million
- Q3 2025
A detailed history of Avant Capital LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Avant Capital LLC holds 222,850 shares of FNDX stock, worth $5.92 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
222,850
Previous 221,351
0.68%
Holding current value
$5.92 Million
Previous $5.43 Million
7.9%
% of portfolio
4.19%
Previous 4.27%
Shares
12 transactions
Others Institutions Holding FNDX
# of Institutions
771Shares Held
631MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio