Axxcess Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Axxcess Wealth Management, LLC
- $3.59 Billion
- Q1 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 $205,850. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,693Holding current value
$205,850% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
691Shares Held
590MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.22 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$368 Million0.94% of portfolio
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Mc Adam, LLC8.09MShares$191 Million11.96% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.76MShares$184 Million0.05% of portfolio
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Signature Estate & Investment Advisors LLC7.42MShares$176 Million4.69% of portfolio