Savvy Advisors, Inc. Schwab Fundamental U S Large C Transaction History
Savvy Advisors, Inc.
- $492 Billion
- Q3 2024
A detailed history of Savvy Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 31,280 shares of FNDX stock, worth $752,909. This represents 0.46% of its overall portfolio holdings.
Number of Shares
31,280
Previous 29,233
7.0%
Holding current value
$752,909
Previous $1.96 Billion
14.64%
% of portfolio
0.46%
Previous 0.64%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.14 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$112 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.9 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56.1 Million0.04% of portfolio