Blake Schutter Theil Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History
Blake Schutter Theil Wealth Advisors, LLC
- $139 Billion
- Q3 2024
A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 5,748 shares of FNDX stock, worth $142,722. This represents 0.3% of its overall portfolio holdings.
Number of Shares
5,748Holding current value
$142,722% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
593Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.24 Billion1.82% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$79.4 Million5.31% of portfolio
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Mc Adam, LLC2.92MShares$72.4 Million11.84% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.33MShares$57.9 Million0.04% of portfolio