Maridea Wealth Management LLC Schwab Fundamental U S Large C Transaction History
Maridea Wealth Management LLC
- $307 Billion
- Q1 2025
A detailed history of Maridea Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Maridea Wealth Management LLC holds 23,948 shares of FNDX stock, worth $567,088. This represents 0.18% of its overall portfolio holdings.
Number of Shares
23,948
Previous 24,744
3.22%
Holding current value
$567,088
Previous $586 Million
3.5%
% of portfolio
0.18%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
691Shares Held
590MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.22 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$368 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$191 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$184 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$176 Million4.69% of portfolio