Ever Source Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 300 shares of FNDX stock, worth $6,786. This represents 0.0% of its overall portfolio holdings.
Number of Shares
300
Previous 100
200.0%
Holding current value
$6,786
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
679Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.89 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$338 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$235 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$206 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$137 Million7.44% of portfolio