Cfs Investment Advisory Services, LLC Schwab Fundamental U S Large C Transaction History
Cfs Investment Advisory Services, LLC
- $1.12 Billion
- Q4 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 17,785 shares of FNDX stock, worth $438,044. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,785Holding current value
$438,044% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
607Shares Held
232MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
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Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$78.7 Million5.31% of portfolio