Soundwatch Capital LLC Schwab Fundamental U S Large C Transaction History
Soundwatch Capital LLC
- $588 Billion
- Q2 2025
A detailed history of Soundwatch Capital LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Soundwatch Capital LLC holds 19,076 shares of FNDX stock, worth $496,929. This represents 1.7% of its overall portfolio holdings.
Number of Shares
19,076Holding current value
$496,929% of portfolio
1.7%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
740Shares Held
623MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$229 Million32.39% of portfolio
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Mc Adam, LLC8.75MShares$228 Million11.55% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio