Nova Wealth Management, Inc. Schwab Fundamental U S Large C Transaction History
Nova Wealth Management, Inc.
- $142 Billion
- Q3 2025
A detailed history of Nova Wealth Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nova Wealth Management, Inc. holds 13,747 shares of FNDX stock, worth $364,570. This represents 0.25% of its overall portfolio holdings.
Number of Shares
13,747
Previous 15,647
12.14%
Holding current value
$364,570
Previous $384 Million
5.84%
% of portfolio
0.25%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
727Shares Held
620MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.7 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$432 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$226 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$219 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$215 Million0.05% of portfolio