Axxcess Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Axxcess Wealth Management, LLC
- $4.06 Billion
- Q2 2025
A detailed history of Axxcess Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 8,693 shares of FNDX stock, worth $231,146. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,693
Previous 8,693
-0.0%
Holding current value
$231,146
Previous $205,000
3.9%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
746Shares Held
623MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.7 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$434 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$216 Million0.05% of portfolio