Archford Capital Strategies, LLC Schwab Fundamental U S Large C Transaction History
Archford Capital Strategies, LLC
- $592 Million
- Q1 2024
A detailed history of Archford Capital Strategies, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Archford Capital Strategies, LLC holds 98,603 shares of FNDX stock, worth $6.62 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
98,603
Previous 30,032
228.33%
Holding current value
$6.62 Million
Previous $1.86 Million
257.2%
% of portfolio
1.12%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
517Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.59 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$203 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$179 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$174 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$168 Million0.05% of portfolio