Golden State Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
A detailed history of Golden State Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 969 shares of FNDX stock, worth $23,042. This represents 0.0% of its overall portfolio holdings.
Number of Shares
969Holding current value
$23,042% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
662Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.35 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC14.9MShares$355 Million1.03% of portfolio
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Signature Estate & Investment Advisors LLC10.4MShares$247 Million6.25% of portfolio
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Mc Adam, LLC9.11MShares$217 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$142 Million7.37% of portfolio