Imprint Wealth LLC Schwab Fundamental U S Large C Transaction History
Imprint Wealth LLC
- $412 Billion
- Q1 2024
A detailed history of Imprint Wealth LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Imprint Wealth LLC holds 16,994 shares of FNDX stock, worth $419,411. This represents 0.28% of its overall portfolio holdings.
Number of Shares
16,994Holding current value
$419,411% of portfolio
0.28%Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
621Shares Held
511MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.7 Billion1.77% of portfolio
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Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$148 Million7.37% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
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Glassman Wealth Services4.51MShares$111 Million18.01% of portfolio