Kingswood Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 18,984 shares of FNDX stock, worth $1.36 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
18,984
Previous 17,990
5.53%
Holding current value
$1.36 Million
Previous $121 Million
947.82%
% of portfolio
0.11%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
564Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.34 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$151 Million23.99% of portfolio