Frg Family Wealth Advisors LLC Schwab Fundamental U S Large C Transaction History
Frg Family Wealth Advisors LLC
- $545 Million
- Q3 2024
A detailed history of Frg Family Wealth Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 42,421 shares of FNDX stock, worth $1.02 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
42,421
Previous 42,106
0.75%
Holding current value
$1.02 Million
Previous $2.82 Million
7.94%
% of portfolio
0.56%
Previous 0.41%
Shares
11 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