Midland Wealth Advisors LLC Schwab Fundamental U S Large C Transaction History
Midland Wealth Advisors LLC
- $1.66 Trillion
- Q4 2024
A detailed history of Midland Wealth Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 132,367 shares of FNDX stock, worth $3.28 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
132,367
Previous 39,258
237.17%
Holding current value
$3.28 Million
Previous $2.82 Billion
11.26%
% of portfolio
0.19%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
654Shares Held
573MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.75 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$371 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$258 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$226 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$148 Million7.37% of portfolio