Aspect Partners, LLC Schwab Fundamental U S Large C Transaction History
Aspect Partners, LLC
- $220 Billion
- Q3 2025
A detailed history of Aspect Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Aspect Partners, LLC holds 3,006 shares of FNDX stock, worth $79,869. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,006
Previous 3,006
-0.0%
Holding current value
$79,869
Previous $73.8 Million
7.17%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
770Shares Held
631MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio