Cliftonlarsonallen Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.16 Billion
- Q4 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 15,991 shares of FNDX stock, worth $392,419. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,991Holding current value
$392,419% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
660Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.65 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC14.9MShares$367 Million1.03% of portfolio
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Signature Estate & Investment Advisors LLC10.4MShares$255 Million6.25% of portfolio
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Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio