Channel Wealth LLC Schwab Fundamental U S Large C Transaction History
Channel Wealth LLC
- $304 Billion
- Q3 2024
A detailed history of Channel Wealth LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Channel Wealth LLC holds 10,313 shares of FNDX stock, worth $244,933. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,313
Previous 10,310
0.03%
Holding current value
$244,933
Previous $691 Million
7.17%
% of portfolio
0.24%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.1 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$110 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$75.9 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$69.3 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.4 Million0.04% of portfolio