Archvest Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History
Archvest Wealth Advisors, Inc.
- $151 Million
- Q2 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 9,465 shares of FNDX stock, worth $647,500. This represents 0.42% of its overall portfolio holdings.
Number of Shares
9,465
Previous 8,783
7.77%
Holding current value
$647,500
Previous $591,000
7.11%
% of portfolio
0.42%
Previous 0.42%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
561Shares Held
186MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$8.91 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$296 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$188 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$184 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$144 Million23.99% of portfolio