Executive Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Executive Wealth Management, LLC
- $1.16 Billion
- Q3 2024
A detailed history of Executive Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Executive Wealth Management, LLC holds 5,881 shares of FNDX stock, worth $143,496. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,881Holding current value
$143,496% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
593Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.19 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$78 Million5.31% of portfolio
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Mc Adam, LLC2.92MShares$71.2 Million11.84% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.33MShares$56.9 Million0.04% of portfolio