Merit Financial Group, LLC Schwab Fundamental U S Large C Transaction History
Merit Financial Group, LLC
- $9.62 Billion
- Q3 2025
A detailed history of Merit Financial Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Merit Financial Group, LLC holds 347,359 shares of FNDX stock, worth $9.23 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
347,359
Previous 347,359
-0.0%
Holding current value
$9.23 Million
Previous $9.14 Million
-0.0%
% of portfolio
0.09%
Previous 0.09%
Shares
4 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