Midland Wealth Advisors LLC Schwab Fundamental U S Large C Transaction History
Midland Wealth Advisors LLC
- $1.87 Trillion
- Q3 2025
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 66,619 shares of FNDX stock, worth $1.77 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
66,619
Previous 66,222
0.6%
Holding current value
$1.77 Million
Previous $1.63 Billion
7.81%
% of portfolio
0.09%
Previous 0.09%
Shares
5 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