Farther Finance Advisors, LLC Schwab Fundamental U S Large C Transaction History
Farther Finance Advisors, LLC
- $2.67 Trillion
- Q3 2024
A detailed history of Farther Finance Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 2,603 shares of FNDX stock, worth $62,003. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,603
Previous 5,185
49.8%
Holding current value
$62,003
Previous $346 Million
46.09%
% of portfolio
0.01%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding FNDX
# of Institutions
598Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.11 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.1 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$69.5 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.6 Million0.04% of portfolio