Financial Architects, Inc Schwab Fundamental U S Large C Transaction History
Financial Architects, Inc
- $657 Million
- Q2 2023
A detailed history of Financial Architects, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Financial Architects, Inc holds 118,186 shares of FNDX stock, worth $2.84 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
118,186
Previous 109,041
8.39%
Holding current value
$2.84 Million
Previous $5.99 Million
13.61%
% of portfolio
1.04%
Previous 0.97%
Shares
26 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.14 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.7 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56 Million0.04% of portfolio