Maia Wealth LLC Schwab Fundamental U S Large C Transaction History
Maia Wealth LLC
- $405 Billion
- Q3 2024
A detailed history of Maia Wealth LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Maia Wealth LLC holds 9,542 shares of FNDX stock, worth $235,019. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,542
Previous 4,749
100.93%
Holding current value
$235,019
Previous $327 Million
30.24%
% of portfolio
0.06%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
576Shares Held
191MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.21 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$107 Million0.94% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78.7 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$71.8 Million11.84% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$51.7 Million23.99% of portfolio