Wfa Of San Diego, LLC Schwab Fundamental U S Large C Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
A detailed history of Wfa Of San Diego, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 57 shares of FNDX stock, worth $1,407. This represents 0.0% of its overall portfolio holdings.
Number of Shares
57
Previous 57
-0.0%
Holding current value
$1,407
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
599Shares Held
211MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.23 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$79 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$72 Million11.84% of portfolio
-
Charles Schwab Trust CO2.71MShares$66.9 Million5.63% of portfolio