Pacific Wealth Strategies Group, Inc. Schwab Fundamental U S Large C Transaction History
Pacific Wealth Strategies Group, Inc.
- $134 Million
- Q1 2025
A detailed history of Pacific Wealth Strategies Group, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Pacific Wealth Strategies Group, Inc. holds 266,422 shares of FNDX stock, worth $6.03 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
266,422
Previous 263,384
1.15%
Holding current value
$6.03 Million
Previous $6.24 Million
0.87%
% of portfolio
4.69%
Previous 4.35%
Shares
20 transactions
Others Institutions Holding FNDX
# of Institutions
679Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.89 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$338 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$235 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$206 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$137 Million7.44% of portfolio