Financial Synergies Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History
Financial Synergies Wealth Advisors, Inc.
- $762 Billion
- Q1 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 17,830 shares of FNDX stock, worth $1.2 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
17,830
Previous 17,282
3.17%
Holding current value
$1.2 Million
Previous $924 Million
30.1%
% of portfolio
0.16%
Previous 0.14%
Shares
21 transactions
Others Institutions Holding FNDX
# of Institutions
515Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.61 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$203 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$179 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$174 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$169 Million0.05% of portfolio