Wealthcare Advisory Partners LLC Schwab Fundamental U S Large C Transaction History
Wealthcare Advisory Partners LLC
- $3.14 Billion
- Q2 2024
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
572Shares Held
188MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.11 Billion1.68% of portfolio
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Captrust Financial Advisors Raleigh, NC4.33MShares$103 Million0.94% of portfolio
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Mc Adam, LLC2.92MShares$69.7 Million11.84% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$64.4 Million4.53% of portfolio
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Northwest Bancshares, Inc. Warren, PA2.1MShares$50.2 Million23.99% of portfolio