Activest Wealth Management Schwab Fundamental U S Large C Transaction History
Activest Wealth Management
- $479 Million
- Q3 2025
A detailed history of Activest Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Activest Wealth Management holds 87 shares of FNDX stock, worth $2,311. This represents 0.0% of its overall portfolio holdings.
Number of Shares
87
Previous 88
1.14%
Holding current value
$2,311
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding FNDX
# of Institutions
770Shares Held
631MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio