Blueprint Investment Partners LLC Schwab Fundamental U S Large C Transaction History
Blueprint Investment Partners LLC
- $611 Million
- Q3 2025
A detailed history of Blueprint Investment Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Blueprint Investment Partners LLC holds 194,577 shares of FNDX stock, worth $5.17 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
194,577
Previous 151,487
28.44%
Holding current value
$5.17 Million
Previous $3.72 Million
37.66%
% of portfolio
0.84%
Previous 0.76%
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
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio