Avestar Capital, LLC Schwab Fundamental U S Large C Transaction History
Avestar Capital, LLC
- $951 Million
- Q3 2024
A detailed history of Avestar Capital, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Avestar Capital, LLC holds 14,511 shares of FNDX stock, worth $348,409. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,511
Previous 14,511
-0.0%
Holding current value
$348,409
Previous $971,000
7.21%
% of portfolio
0.11%
Previous 0.1%
Shares
2 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