Angeles Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Angeles Wealth Management, LLC
- $1.21 Billion
- Q4 2024
A detailed history of Angeles Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 71,148 shares of FNDX stock, worth $1.74 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
71,148
Previous 20,716
243.44%
Holding current value
$1.74 Million
Previous $1.49 Million
13.32%
% of portfolio
0.14%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
626Shares Held
516MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
-
Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$110 Million18.01% of portfolio