Global Assets Advisory, LLC Schwab Fundamental U S Large C Transaction History
Global Assets Advisory, LLC
- $531 Billion
- Q1 2025
A detailed history of Global Assets Advisory, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Global Assets Advisory, LLC holds 72,210 shares of FNDX stock, worth $1.63 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
72,210Holding current value
$1.63 Million% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
679Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.89 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC14.9MShares$338 Million1.03% of portfolio
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Signature Estate & Investment Advisors LLC10.4MShares$235 Million6.25% of portfolio
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Mc Adam, LLC9.11MShares$206 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA6.05MShares$137 Million7.44% of portfolio