Financial Advisory Service, Inc. Schwab Fundamental U S Large C Transaction History
Financial Advisory Service, Inc.
- $1.18 Billion
- Q3 2024
A detailed history of Financial Advisory Service, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 3,157 shares of FNDX stock, worth $77,030. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,157
Previous 3,164
0.22%
Holding current value
$77,030
Previous $211,000
7.11%
% of portfolio
0.02%
Previous 0.02%
Shares
28 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
-
Signature Estate & Investment Advisors LLC3.2MShares$78 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$71.2 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56.9 Million0.04% of portfolio