Fsa Wealth Management LLC Schwab Fundamental U S Large C Transaction History
Fsa Wealth Management LLC
- $279 Million
- Q1 2025
A detailed history of Fsa Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Fsa Wealth Management LLC holds 116 shares of FNDX stock, worth $2,836. This represents 0.0% of its overall portfolio holdings.
Number of Shares
116
Previous 116
-0.0%
Holding current value
$2,836
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
693Shares Held
590MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.52 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$380 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$198 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$190 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$181 Million4.69% of portfolio