Opes Wealth Management LLC Schwab Fundamental U S Large C Transaction History
Opes Wealth Management LLC
- $486 Million
- Q1 2025
A detailed history of Opes Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Opes Wealth Management LLC holds 480,476 shares of FNDX stock, worth $11.9 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
480,476
Previous 486,860
1.31%
Holding current value
$11.9 Million
Previous $11.5 Million
1.6%
% of portfolio
2.34%
Previous 2.37%
Shares
25 transactions
Others Institutions Holding FNDX
# of Institutions
694Shares Held
591MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.64 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$385 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$200 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$192 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$184 Million4.69% of portfolio