Gladstone Institutional Advisory LLC Schwab Fundamental U S Large C Transaction History
Gladstone Institutional Advisory LLC
- $2.5 Billion
- Q3 2025
A detailed history of Gladstone Institutional Advisory LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 9,188 shares of FNDX stock, worth $244,125. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,188Holding current value
$244,125% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
771Shares Held
631MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
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Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
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Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
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Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio