Financial Gravity Asset Management, Inc. Schwab Fundamental U S Large C Transaction History
Financial Gravity Asset Management, Inc.
- $459 Billion
- Q1 2025
A detailed history of Financial Gravity Asset Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 490 shares of FNDX stock, worth $12,769. This represents 0.0% of its overall portfolio holdings.
Number of Shares
490
Previous 70
600.0%
Holding current value
$12,769
Previous $86.9 Million
86.69%
% of portfolio
0.0%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
725Shares Held
620MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$223 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$215 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio