Diversified Portfolios, Inc. Schwab Fundamental U S Large C Transaction History
Diversified Portfolios, Inc.
- $851 Million
- Q2 2025
A detailed history of Diversified Portfolios, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 8,154 shares of FNDX stock, worth $215,673. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,154Holding current value
$215,673% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
726Shares Held
620MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.6 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC16.3MShares$431 Million0.93% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$226 Million27.32% of portfolio
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Mc Adam, LLC8.27MShares$219 Million11.31% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.11MShares$215 Million0.05% of portfolio