Abound Wealth Management Schwab Fundamental U S Large C Transaction History
Abound Wealth Management
- $300 Billion
- Q1 2025
A detailed history of Abound Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Abound Wealth Management holds 15,726 shares of FNDX stock, worth $372,077. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,726
Previous 15,707
0.12%
Holding current value
$372,077
Previous $372 Million
0.17%
% of portfolio
0.12%
Previous 0.12%
Shares
13 transactions
Others Institutions Holding FNDX
# of Institutions
693Shares Held
590MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.21 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$368 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$191 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$184 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$175 Million4.69% of portfolio