Foresight Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Foresight Wealth Management, LLC
- $6.98 Billion
- Q4 2022
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
682Shares Held
584MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$8.88 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$341 Million1.03% of portfolio
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Signature Estate & Investment Advisors LLC10.4MShares$237 Million6.25% of portfolio
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Mc Adam, LLC9.11MShares$208 Million11.9% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN6.27MShares$143 Million46.8% of portfolio