Financial Gravity Companies, Inc. Schwab Fundamental U S Large C Transaction History
Financial Gravity Companies, Inc.
- $438 Billion
- Q4 2024
A detailed history of Financial Gravity Companies, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Financial Gravity Companies, Inc. holds 210 shares of FNDX stock, worth $5,046. This represents 0.0% of its overall portfolio holdings.
Number of Shares
210
Previous 70
200.0%
Holding current value
$5,046
Previous $5.02 Million
1.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
661Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.45 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$359 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$250 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$219 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$144 Million7.37% of portfolio