Magnolia Private Wealth, LLC Schwab Fundamental U S Large C Transaction History
Magnolia Private Wealth, LLC
- $116 Billion
- Q4 2024
A detailed history of Magnolia Private Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 266,379 shares of FNDX stock, worth $6.51 Million. This represents 5.42% of its overall portfolio holdings.
Number of Shares
266,379Holding current value
$6.51 Million% of portfolio
5.42%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
628Shares Held
519MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
-
Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$110 Million18.01% of portfolio