Midland Wealth Advisors LLC Schwab Fundamental U S Large C Transaction History
Midland Wealth Advisors LLC
- $1.71 Trillion
- Q3 2024
A detailed history of Midland Wealth Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 39,258 shares of FNDX stock, worth $929,236. This represents 0.17% of its overall portfolio holdings.
Number of Shares
39,258Holding current value
$929,236% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
571Shares Held
189MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.08 Billion1.68% of portfolio
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Captrust Financial Advisors Raleigh, NC4.33MShares$102 Million0.94% of portfolio
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Mc Adam, LLC2.92MShares$69 Million11.84% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$63.8 Million4.53% of portfolio
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Northwest Bancshares, Inc. Warren, PA2.1MShares$49.7 Million23.99% of portfolio