Lantern Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History
Lantern Wealth Advisors, LLC
- $138 Billion
- Q2 2024
A detailed history of Lantern Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 6,513 shares of FNDX stock, worth $155,595. This represents 0.32% of its overall portfolio holdings.
Number of Shares
6,513
Previous 6,468
0.7%
Holding current value
$155,595
Previous $436 Million
0.08%
% of portfolio
0.32%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
570Shares Held
188MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.11 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$103 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$69.7 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.4 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.2 Million23.99% of portfolio