Creative Financial Designs Inc Schwab Fundamental U S Large C Transaction History
Creative Financial Designs Inc
- $1.05 Billion
- Q1 2024
A detailed history of Creative Financial Designs Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Creative Financial Designs Inc holds 6,996 shares of FNDX stock, worth $469,781. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,996
Previous 6,291
11.21%
Holding current value
$469,781
Previous $389,000
21.08%
% of portfolio
0.05%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding FNDX
# of Institutions
516Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.59 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$203 Million0.68% of portfolio
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Signature Estate & Investment Advisors LLC2.66MShares$179 Million5.07% of portfolio
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Mc Adam, LLC2.58MShares$174 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$168 Million0.05% of portfolio