Aa Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History
Aa Financial Advisors, LLC
- $410 Billion
- Q1 2025
A detailed history of Aa Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 284,870 shares of FNDX stock, worth $7.06 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
284,870
Previous 283,744
0.4%
Holding current value
$7.06 Million
Previous $6.72 Billion
0.1%
% of portfolio
1.64%
Previous 1.79%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
693Shares Held
591MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.64 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$385 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$200 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$192 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$184 Million4.69% of portfolio