Aberdeen Wealth Management LLC Schwab Fundamental U S Large C Transaction History
Aberdeen Wealth Management LLC
- $140 Million
- Q1 2025
A detailed history of Aberdeen Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Aberdeen Wealth Management LLC holds 86,929 shares of FNDX stock, worth $2.16 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
86,929Holding current value
$2.16 Million% of portfolio
1.47%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
715Shares Held
617MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$387 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$213 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$195 Million4.55% of portfolio