Paladin Advisory Group, LLC Schwab Fundamental U S Large C Transaction History
Paladin Advisory Group, LLC
- $128 Million
- Q2 2025
A detailed history of Paladin Advisory Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 1,014 shares of FNDX stock, worth $26,414. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,014Holding current value
$26,414% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
732Shares Held
621MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$229 Million32.39% of portfolio
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Mc Adam, LLC8.27MShares$215 Million11.31% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio