High Net Worth Advisory Group LLC Schwab Fundamental U S Large C Transaction History

High Net Worth Advisory Group LLC

$358 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Apr 27, 2022	BUY	$54.44 - $58.74 $142,088 - $153,311	2,610 New	2,610 $155,000

Others Institutions Holding FNDX

# of Institutions

593

Shares Held

193M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.19 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$113 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$78 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$71.2 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$56.9 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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