High Note Wealth, LLC Schwab Fundamental U S Large C Transaction History
High Note Wealth, LLC
- $425 Million
- Q2 2025
A detailed history of High Note Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, High Note Wealth, LLC holds 4,062 shares of FNDX stock, worth $107,318. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,062
Previous 4,062
-0.0%
Holding current value
$107,318
Previous $95,000
4.21%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
726Shares Held
620MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.6 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$431 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$226 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$218 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$214 Million0.05% of portfolio