Meridian Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Meridian Wealth Management, LLC
- $2 Billion
- Q3 2024
A detailed history of Meridian Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 42,429 shares of FNDX stock, worth $1.01 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
42,429Holding current value
$1.01 Million% of portfolio
0.15%Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
598Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.11 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$76.1 Million5.31% of portfolio
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Mc Adam, LLC2.92MShares$69.5 Million11.84% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.6 Million0.04% of portfolio