Moneta Group Investment Advisors LLC Schwab Fundamental U S Large C Transaction History
Moneta Group Investment Advisors LLC
- $8.23 Billion
- Q2 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 9,117 shares of FNDX stock, worth $237,497. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,117Holding current value
$237,497% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
740Shares Held
621MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$229 Million32.39% of portfolio
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Mc Adam, LLC8.27MShares$215 Million11.31% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio