Fingerlakes Wealth Management, Inc. Schwab Fundamental U S Large C Transaction History
Fingerlakes Wealth Management, Inc.
- $153 Million
- Q3 2025
A detailed history of Fingerlakes Wealth Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 9,040 shares of FNDX stock, worth $240,192. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,040Holding current value
$240,192% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
770Shares Held
629MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
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Captrust Financial Advisors Raleigh, NC16.3MShares$433 Million0.93% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
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Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
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Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio