Milestone Investment Advisors LLC Schwab Fundamental U S Large C Call Options Transaction History

Milestone Investment Advisors LLC

$370 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

516

Shares Held

183M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

128M
Shares

$8.57 Billion
11.85% of portfolio
Captrust Financial Advisors Raleigh, NC

3.02M
Shares

$202 Million
0.68% of portfolio
Signature Estate & Investment Advisors LLC

2.66M
Shares

$178 Million
5.07% of portfolio
Mc Adam, LLC

2.58M
Shares

$173 Million
11.27% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$168 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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