Marshall & Sterling Wealth Advisors Inc. Schwab Fundamental U S Large C Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 2,049 shares of FNDX stock, worth $47,905. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,049Holding current value
$47,905% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
663Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.19 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC14.9MShares$349 Million1.03% of portfolio
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Signature Estate & Investment Advisors LLC10.4MShares$243 Million6.25% of portfolio
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Mc Adam, LLC9.11MShares$213 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$140 Million7.37% of portfolio