Elevate Wealth Advisory, Inc Schwab Fundamental U S Large C Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 9,840 shares of FNDX stock, worth $241,572. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,840
Previous 3,280
200.0%
Holding current value
$241,572
Previous $235 Million
1.0%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
658Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.65 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$367 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$255 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio