Americana Partners, LLC Schwab Fundamental U S Large C Transaction History
Americana Partners, LLC
- $3.01 Billion
- Q3 2025
A detailed history of Americana Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Americana Partners, LLC holds 8,566 shares of FNDX stock, worth $223,144. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,566
Previous 8,295
3.27%
Holding current value
$223,144
Previous $203,000
10.84%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
740Shares Held
623MCall 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, LLC8.75MShares$228 Million11.55% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio