Institute For Wealth Management, Llc. Schwab Fundamental U S Large C Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$27.15 - $43.59 $325 - $523	-12 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$38.15 - $42.78 $457 - $513	12 New	12 $1,000

Others Institutions Holding FNDX

# of Institutions

596

Shares Held

193M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.16 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$112 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$77.4 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$70.6 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$56.5 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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