Magnolia Private Wealth, LLC Schwab Fundamental U S Large C Transaction History
Magnolia Private Wealth, LLC
- $116 Billion
- Q4 2024
A detailed history of Magnolia Private Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 266,379 shares of FNDX stock, worth $6.56 Million. This represents 5.42% of its overall portfolio holdings.
Number of Shares
266,379Holding current value
$6.56 Million% of portfolio
5.42%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
610Shares Held
240MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.21 Billion1.82% of portfolio
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Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
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Glassman Wealth Services4.51MShares$111 Million18.01% of portfolio