Farther Finance Advisors, LLC Schwab Fundamental U S Large C Transaction History
Farther Finance Advisors, LLC
- $2.77 Trillion
- Q4 2024
A detailed history of Farther Finance Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 8,042 shares of FNDX stock, worth $199,522. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,042
Previous 2,603
208.95%
Holding current value
$199,522
Previous $187 Million
1.95%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding FNDX
# of Institutions
644Shares Held
546MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.75 Billion1.77% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$258 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$226 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$148 Million7.37% of portfolio
-
Northwest Bancshares, Inc. Warren, PA5.91MShares$147 Million26.0% of portfolio