Signal Advisors Wealth, LLC Schwab Fundamental U S Large C Transaction History
Signal Advisors Wealth, LLC
- $1.02 Trillion
- Q1 2025
A detailed history of Signal Advisors Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Signal Advisors Wealth, LLC holds 231,265 shares of FNDX stock, worth $5.11 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
231,265
Previous 292,791
21.01%
Holding current value
$5.11 Million
Previous $6.93 Billion
21.25%
% of portfolio
0.53%
Previous 0.78%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
674Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.68 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$330 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$229 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$201 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$134 Million7.44% of portfolio