Aspiring Ventures, LLC Schwab Fundamental U S Large C Transaction History
Aspiring Ventures, LLC
- $227 Billion
- Q2 2025
A detailed history of Aspiring Ventures, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Aspiring Ventures, LLC holds 70,017 shares of FNDX stock, worth $1.82 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
70,017
Previous 70,017
-0.0%
Holding current value
$1.82 Million
Previous $1.61 Billion
6.84%
% of portfolio
0.76%
Previous 0.89%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
739Shares Held
621MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$229 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$228 Million11.55% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio