Coppell Advisory Solutions LLC Schwab Fundamental U S Large C Transaction History
Coppell Advisory Solutions LLC
- $680 Billion
- Q3 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 48 shares of FNDX stock, worth $1,168. This represents 0.0% of its overall portfolio holdings.
Number of Shares
48
Previous 336
85.71%
Holding current value
$1,168
Previous $22.5 Million
84.75%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
593Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.18 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$77.8 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$71 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56.8 Million0.04% of portfolio