Procyon Advisors, LLC Schwab Fundamental U S Large C Transaction History
Procyon Advisors, LLC
- $6.19 Billion
- Q4 2025
A detailed history of Procyon Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Procyon Advisors, LLC holds 10,872 shares of FNDX stock, worth $288,869. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,872
Previous 10,872
-0.0%
Holding current value
$288,869
Previous $285,000
1.05%
% of portfolio
0.0%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
774Shares Held
632MCall 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