Avion Wealth Schwab Fundamental U S Large C Transaction History

Avion Wealth

$382 Million
Q3 2024

A detailed history of Avion Wealth transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Avion Wealth holds 39 shares of FNDX stock, worth $927. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 39 -0.0%

Holding current value

$927

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 20, 2023	BUY	$55.81 - $59.78 $2,176 - $2,331	39 New	39 $2,000

Others Institutions Holding FNDX

# of Institutions

597

Shares Held

194M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.11 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$110 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$76 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$69.4 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$55.5 Million
0.04% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

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