Meridian Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History
Meridian Wealth Advisors, LLC
- $536 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.1 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$110 Million1.01% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$75.9 Million5.31% of portfolio
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Mc Adam, LLC2.92MShares$69.3 Million11.84% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.4 Million0.04% of portfolio