Blue Stem Wealth Partners, LLC Schwab Fundamental U S Large C Transaction History
Blue Stem Wealth Partners, LLC
- $762 Billion
- Q4 2024
A detailed history of Blue Stem Wealth Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 2,254,263 shares of FNDX stock, worth $55.7 Million. This represents 7.01% of its overall portfolio holdings.
Number of Shares
2,254,263Holding current value
$55.7 Million% of portfolio
7.01%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
618Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.23 Billion1.82% of portfolio
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Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$148 Million7.37% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
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Glassman Wealth Services4.51MShares$111 Million18.01% of portfolio