Crewe Advisors LLC Schwab Fundamental U S Large C Transaction History
Crewe Advisors LLC
- $1.01 Billion
- Q3 2025
A detailed history of Crewe Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Crewe Advisors LLC holds 6,785 shares of FNDX stock, worth $180,277. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,785
Previous 6,785
-0.0%
Holding current value
$180,277
Previous $166,000
7.23%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
770Shares Held
631MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio