Vista Wealth Management Group, LLC Schwab Fundamental U S Large C Transaction History
Vista Wealth Management Group, LLC
- $1.49 Billion
- Q4 2024
A detailed history of Vista Wealth Management Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 15,091 shares of FNDX stock, worth $353,883. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,091
Previous 5,061
198.18%
Holding current value
$353,883
Previous $363,000
1.65%
% of portfolio
0.02%
Previous 0.03%
Shares
15 transactions
Others Institutions Holding FNDX
# of Institutions
662Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.22 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$350 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$244 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$214 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$140 Million7.37% of portfolio