Blueprint Financial Advisors LLC Schwab Fundamental U S Large C Transaction History
Blueprint Financial Advisors LLC
- $463 Billion
- Q3 2025
A detailed history of Blueprint Financial Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Blueprint Financial Advisors LLC holds 194,577 shares of FNDX stock, worth $5.17 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
194,577
Previous 193,109
0.76%
Holding current value
$5.17 Million
Previous $4.74 Billion
7.99%
% of portfolio
1.11%
Previous 1.52%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
771Shares Held
631MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
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Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio