Madison Wealth Management Schwab Fundamental U S Large C Transaction History
Madison Wealth Management
- $449 Million
- Q3 2023
A detailed history of Madison Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Madison Wealth Management holds 93,513 shares of FNDX stock, worth $2.35 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
93,513
Previous 86,087
8.63%
Holding current value
$2.35 Million
Previous $4.96 Million
5.59%
% of portfolio
1.16%
Previous 1.06%
Shares
16 transactions
Others Institutions Holding FNDX
# of Institutions
697Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.79 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$391 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$215 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$208 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$197 Million4.55% of portfolio