Greykasell Wealth Strategies, Inc. Schwab Fundamental U S Large C Transaction History
Greykasell Wealth Strategies, Inc.
- $209 Billion
- Q2 2025
A detailed history of Greykasell Wealth Strategies, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Greykasell Wealth Strategies, Inc. holds 327 shares of FNDX stock, worth $8,672. This represents 0.0% of its overall portfolio holdings.
Number of Shares
327
Previous 327
-0.0%
Holding current value
$8,672
Previous $7.72 Million
3.95%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
725Shares Held
619MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.7 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$432 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$226 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$219 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$215 Million0.05% of portfolio