Arete Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History
Arete Wealth Advisors, LLC
- $1.22 Billion
- Q2 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 88,560 shares of FNDX stock, worth $2.13 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
88,560
Previous 84,607
4.67%
Holding current value
$2.13 Million
Previous $5.7 Million
3.86%
% of portfolio
0.49%
Previous 0.54%
Shares
14 transactions
Others Institutions Holding FNDX
# of Institutions
567Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.14 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$104 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.5 Million23.99% of portfolio