Merriman Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
672Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.65 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$329 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$229 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$201 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA6.05MShares$133 Million7.44% of portfolio