New England Guild Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History
New England Guild Wealth Advisors, Inc.
- $190 Million
- Q4 2022
A detailed history of New England Guild Wealth Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 4,042 shares of FNDX stock, worth $96,280. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,042Holding current value
$96,280% of portfolio
0.11%Shares
13 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.11 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