Opes Wealth Management LLC Schwab Fundamental U S Large C Transaction History
Opes Wealth Management LLC
- $486 Million
- Q4 2024
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 486,860 shares of FNDX stock, worth $11.7 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
486,860
Previous 162,696
199.25%
Holding current value
$11.7 Million
Previous $11.7 Million
1.26%
% of portfolio
2.37%
Previous 2.27%
Shares
24 transactions
Others Institutions Holding FNDX
# of Institutions
662Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.45 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$359 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$250 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$219 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$144 Million7.37% of portfolio