Fsa Wealth Management LLC Schwab Fundamental U S Large C Transaction History
Fsa Wealth Management LLC
- $246 Million
- Q4 2024
A detailed history of Fsa Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Fsa Wealth Management LLC holds 116 shares of FNDX stock, worth $2,562. This represents 0.0% of its overall portfolio holdings.
Number of Shares
116
Previous 49
136.73%
Holding current value
$2,562
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
671Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.68 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$330 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$229 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$201 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$134 Million7.44% of portfolio