High Note Wealth, LLC Schwab Fundamental U S Large C Transaction History
High Note Wealth, LLC
- $483 Million
- Q3 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 $107,927. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,062
Previous 4,062
-0.0%
Holding current value
$107,927
Previous $99,000
7.07%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
771Shares Held
631MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio