Captrust Financial Advisors Schwab Fundamental U S Large C Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
A detailed history of Captrust Financial Advisors transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Captrust Financial Advisors holds 16,304,295 shares of FNDX stock, worth $406 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
16,304,295
Previous 15,532,802
4.97%
Holding current value
$406 Million
Previous $367 Million
9.1%
% of portfolio
0.93%
Previous 0.94%
Shares
26 transactions
Others Institutions Holding FNDX
# of Institutions
723Shares Held
619MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10 Billion1.77% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$213 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$202 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$195 Million4.55% of portfolio