Wealth Forward, LLC Schwab Fundamental U S Large C Transaction History
Wealth Forward, LLC
- $128 Billion
- Q2 2024
A detailed history of Wealth Forward, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wealth Forward, LLC holds 172,916 shares of FNDX stock, worth $12.1 Million. This represents 9.05% of its overall portfolio holdings.
Number of Shares
172,916
Previous 171,961
0.56%
Holding current value
$12.1 Million
Previous $11.6 Billion
0.06%
% of portfolio
9.05%
Previous 9.12%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.12 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$303 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$192 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$189 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$147 Million23.99% of portfolio