Aspect Partners, LLC Schwab Fundamental U S Large C Transaction History
Aspect Partners, LLC
- $175 Billion
- Q1 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 $67,995. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,006
Previous 3,006
-0.0%
Holding current value
$67,995
Previous $71.2 Million
0.3%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
679Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.89 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$338 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$235 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$206 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$137 Million7.44% of portfolio