Atria Wealth Solutions, Inc. Schwab Fundamental U S Large C Transaction History
Atria Wealth Solutions, Inc.
- $8.89 Billion
- Q3 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 24,236 shares of FNDX stock, worth $590,631. This represents 0.02% of its overall portfolio holdings.
Number of Shares
24,236
Previous 14,833
63.39%
Holding current value
$590,631
Previous $993,000
75.13%
% of portfolio
0.02%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding FNDX
# of Institutions
598Shares Held
206MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.18 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$77.9 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$71.1 Million11.84% of portfolio
-
Charles Schwab Trust CO2.71MShares$66 Million5.63% of portfolio