Westmount Partners, LLC Schwab Fundamental U S Large C Transaction History
Westmount Partners, LLC
- $328 Billion
- Q1 2025
A detailed history of Westmount Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Westmount Partners, LLC holds 79,827 shares of FNDX stock, worth $1.93 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
79,827Holding current value
$1.93 Million% of portfolio
0.57%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
693Shares Held
590MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.41 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$376 Million0.94% of portfolio
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Mc Adam, LLC8.09MShares$196 Million11.96% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.76MShares$188 Million0.05% of portfolio
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Signature Estate & Investment Advisors LLC7.42MShares$179 Million4.69% of portfolio