Woodside Wealth Management LLC Schwab Fundamental U S Large C Transaction History
Woodside Wealth Management LLC
- $108 Billion
- Q1 2025
A detailed history of Woodside Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Woodside Wealth Management LLC holds 1,041 shares of FNDX stock, worth $24,473. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,041Holding current value
$24,473% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
691Shares Held
590MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.15 Billion1.76% of portfolio
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Captrust Financial Advisors Raleigh, NC15.5MShares$365 Million0.94% of portfolio
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Mc Adam, LLC8.09MShares$190 Million11.96% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.76MShares$183 Million0.05% of portfolio
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Signature Estate & Investment Advisors LLC7.42MShares$174 Million4.69% of portfolio