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 $358,867. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,726
Previous 15,707
0.12%
Holding current value
$358,867
Previous $372 Million
0.17%
% of portfolio
0.12%
Previous 0.12%
Shares
13 transactions
Others Institutions Holding FNDX
# of Institutions
679Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.97 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$341 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$237 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$208 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$138 Million7.44% of portfolio