Iron Horse Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Iron Horse Wealth Management, LLC
- $295 Million
- Q1 2025
A detailed history of Iron Horse Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 2,127 shares of FNDX stock, worth $52,685. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,127
Previous 2,127
-0.0%
Holding current value
$52,685
Previous $50,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
695Shares Held
590MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.64 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$385 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$200 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$192 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$184 Million4.69% of portfolio