Elios Financial Group Inc. Schwab Fundamental U S Large C Transaction History
Elios Financial Group Inc.
- $203 Billion
- Q1 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 9,038 shares of FNDX stock, worth $225,046. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,038
Previous 9,029
0.1%
Holding current value
$225,046
Previous $214 Million
0.2%
% of portfolio
0.11%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
707Shares Held
598MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.69 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$387 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$213 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$195 Million4.55% of portfolio