Maia Wealth LLC Schwab Fundamental U S Large C Transaction History
Maia Wealth LLC
- $405 Billion
- Q3 2024
A detailed history of Maia Wealth LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Maia Wealth LLC holds 9,542 shares of FNDX stock, worth $224,046. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,542
Previous 4,749
100.93%
Holding current value
$224,046
Previous $327 Million
30.24%
% of portfolio
0.06%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
195MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.07 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$109 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$75.1 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$68.5 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$54.8 Million0.04% of portfolio