Main Street Financial Solutions, LLC Schwab Fundamental U S Large C Transaction History
Main Street Financial Solutions, LLC
- $1.55 Billion
- Q3 2025
A detailed history of Main Street Financial Solutions, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Main Street Financial Solutions, LLC holds 117,504 shares of FNDX stock, worth $3.12 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
117,504
Previous 164,930
28.76%
Holding current value
$3.12 Million
Previous $4.05 Million
23.65%
% of portfolio
0.2%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
769Shares Held
631MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio