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 $394,657. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,991Holding current value
$394,657% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
601Shares Held
220MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
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Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$78.9 Million5.31% of portfolio
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Charles Schwab Trust CO2.71MShares$66.8 Million5.63% of portfolio