Financial Synergies Wealth Advisors, Inc. Schwab Fundamental U S Large C Put Options Transaction History

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

618

Shares Held

247M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.21 Billion
1.82% of portfolio
Mc Adam, LLC

9.11M
Shares

$224 Million
11.9% of portfolio
Steele Capital Management, Inc. Dubuque, IA

5.98M
Shares

$147 Million
7.37% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$114 Million
1.01% of portfolio
Glassman Wealth Services

4.51M
Shares

$111 Million
18.01% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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