Gps Wealth Strategies Group, LLC Schwab Fundamental U S Large C Transaction History
Gps Wealth Strategies Group, LLC
- $705 Million
- Q1 2025
A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 428 shares of FNDX stock, worth $10,126. This represents 0.0% of its overall portfolio holdings.
Number of Shares
428
Previous 474
9.7%
Holding current value
$10,126
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
693Shares Held
590MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.21 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$368 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$191 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$184 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$175 Million4.69% of portfolio