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 $938. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 39 -0.0%

Holding current value

$938

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

567

Shares Held

187M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

130M
Shares

$3.14 Billion
1.68% of portfolio
Captrust Financial Advisors Raleigh, NC

4.33M
Shares

$104 Million
0.94% of portfolio
Mc Adam, LLC

2.92M
Shares

$70.2 Million
11.84% of portfolio
Signature Estate & Investment Advisors LLC

2.69M
Shares

$64.8 Million
4.53% of portfolio
Northwest Bancshares, Inc. Warren, PA

2.1M
Shares

$50.5 Million
23.99% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

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