Truadvice, LLC Schwab Fundamental U S Large C Transaction History
Truadvice, LLC
- $229 Million
- Q3 2023
A detailed history of Truadvice, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Truadvice, LLC holds 38,421 shares of FNDX stock, worth $939,393. This represents 0.94% of its overall portfolio holdings.
Number of Shares
38,421
Previous 23,406
64.15%
Holding current value
$939,393
Previous $1.35 Million
59.61%
% of portfolio
0.94%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
628Shares Held
519MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
-
Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$110 Million18.01% of portfolio