Financial Synergies Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 17,929 shares of FNDX stock, worth $1.23 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
17,929
Previous 17,830
0.56%
Holding current value
$1.23 Million
Previous $1.2 Billion
0.05%
% of portfolio
0.16%
Previous 0.16%
Shares
22 transactions
Others Institutions Holding FNDX
# of Institutions
534Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.81 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$208 Million0.68% of portfolio
-
Mc Adam, LLC2.75MShares$189 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$186 Million4.53% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$173 Million0.05% of portfolio