Endurance Wealth Management, Inc. Schwab Fundamental U S Large C Transaction History
Endurance Wealth Management, Inc.
- $731 Million
- Q2 2023
A detailed history of Endurance Wealth Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Endurance Wealth Management, Inc. holds 172 shares of FNDX stock, worth $4,635. This represents 0.0% of its overall portfolio holdings.
Number of Shares
172
Previous 172
-0.0%
Holding current value
$4,635
Previous $9,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
767Shares Held
630MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$11 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$439 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$236 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$236 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$212 Million4.59% of portfolio