Access Financial Services, Inc. Schwab Fundamental U S Large C Transaction History
Access Financial Services, Inc.
- $175 Million
- Q2 2025
A detailed history of Access Financial Services, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Access Financial Services, Inc. holds 467,924 shares of FNDX stock, worth $12.2 Million. This represents 6.54% of its overall portfolio holdings.
Number of Shares
467,924
Previous 479,558
2.43%
Holding current value
$12.2 Million
Previous $11.2 Million
2.41%
% of portfolio
6.54%
Previous 6.82%
Shares
9 transactions
Others Institutions Holding FNDX
# of Institutions
733Shares Held
621MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$229 Million32.39% of portfolio
-
Mc Adam, LLC8.27MShares$215 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio