Allen Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Allen Wealth Management, LLC
- $144 Billion
- Q3 2024
A detailed history of Allen Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Allen Wealth Management, LLC holds 312,738 shares of FNDX stock, worth $7.53 Million. This represents 15.56% of its overall portfolio holdings.
Number of Shares
312,738Holding current value
$7.53 Million% of portfolio
15.56%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.14 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$112 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.9 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56.1 Million0.04% of portfolio