Elios Financial Group Inc. Schwab Fundamental U S Large C Transaction History
Elios Financial Group Inc.
- $220 Billion
- Q2 2025
A detailed history of Elios Financial Group Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Elios Financial Group Inc. holds 8,984 shares of FNDX stock, worth $238,704. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,984
Previous 9,038
0.6%
Holding current value
$238,704
Previous $213 Million
3.33%
% of portfolio
0.1%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
771Shares 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