Centennial Wealth Advisory LLC Schwab Fundamental U S Large C Transaction History

Centennial Wealth Advisory LLC

$214 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 12, 2022	SELL	N/A	-152,842 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	N/A	109,468 Added 252.38%	152,842 $8.94 Million
Q4 2021 Jan 13, 2022	BUY	N/A	43,374 New	43,374 $2.54 Million

Others Institutions Holding FNDX

# of Institutions

516

Shares Held

183M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

128M
Shares

$8.59 Billion
11.85% of portfolio
Captrust Financial Advisors Raleigh, NC

3.02M
Shares

$203 Million
0.68% of portfolio
Signature Estate & Investment Advisors LLC

2.66M
Shares

$179 Million
5.07% of portfolio
Mc Adam, LLC

2.58M
Shares

$174 Million
11.27% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$168 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Centennial Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centennial Wealth Advisory LLC with notifications on news.