Tradition Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q3 2024
A detailed history of Tradition Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 182,263 shares of FNDX stock, worth $4.38 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
182,263
Previous 177,534
2.66%
Holding current value
$4.38 Million
Previous $11.9 Million
9.99%
% of portfolio
1.24%
Previous 1.2%
Shares
15 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$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.7 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56 Million0.04% of portfolio