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 $884,835. This represents 0.94% of its overall portfolio holdings.
Number of Shares
38,421
Previous 23,406
64.15%
Holding current value
$884,835
Previous $1.35 Million
59.61%
% of portfolio
0.94%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
662Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.05 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$344 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$239 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$210 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$138 Million7.37% of portfolio