Keener Financial Planning LLC Schwab Fundamental U S Large C Transaction History
Keener Financial Planning LLC
- $201 Million
- Q2 2025
A detailed history of Keener Financial Planning LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Keener Financial Planning LLC holds 72 shares of FNDX stock, worth $1,892. This represents 0.0% of its overall portfolio holdings.
Number of Shares
72
Previous 72
-0.0%
Holding current value
$1,892
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
732Shares 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$428 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$231 Million32.39% of portfolio
-
Mc Adam, LLC8.27MShares$217 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$213 Million0.05% of portfolio