Avantax Advisory Services, Inc. Schwab Fundamental U S Large C Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 19,371 shares of FNDX stock, worth $446,114. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,371
Previous 4,129
369.15%
Holding current value
$446,114
Previous $296,000
54.73%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding FNDX
# of Institutions
662Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.05 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$344 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$239 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$210 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$138 Million7.37% of portfolio