Luminvest Wealth Management LLC Schwab Fundamental U S Large C Transaction History
Luminvest Wealth Management LLC
- $360 Billion
- Q4 2025
A detailed history of Luminvest Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 8,259 shares of FNDX stock, worth $219,441. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,259Holding current value
$219,441% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
782Shares Held
634MCall 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