Financial Gravity Companies, Inc. Schwab Fundamental U S Large C Transaction History
Financial Gravity Companies, Inc.
- $509 Billion
- Q2 2025
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 490 shares of FNDX stock, worth $12,877. This represents 0.0% of its overall portfolio holdings.
Number of Shares
490
Previous 210
133.33%
Holding current value
$12,877
Previous $4.97 Million
141.81%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
732Shares Held
620MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.6 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$428 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$231 Million32.39% of portfolio
-
Mc Adam, LLC8.27MShares$217 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$213 Million0.05% of portfolio