Aspire Wealth Management Corp Schwab Fundamental U S Large C Transaction History
Aspire Wealth Management Corp
- $174 Million
- Q3 2024
A detailed history of Aspire Wealth Management Corp transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Aspire Wealth Management Corp holds 142,682 shares of FNDX stock, worth $3.43 Million. This represents 5.87% of its overall portfolio holdings.
Number of Shares
142,682
Previous 127,229
12.15%
Holding current value
$3.43 Million
Previous $8.52 Million
20.15%
% of portfolio
5.87%
Previous 5.14%
Shares
12 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.14 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.7 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56 Million0.04% of portfolio