Phillips Financial Management, LLC Schwab Fundamental U S Large C Transaction History
Phillips Financial Management, LLC
- $1.24 Billion
- Q1 2025
A detailed history of Phillips Financial Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Phillips Financial Management, LLC holds 3,253 shares of FNDX stock, worth $74,233. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,253Holding current value
$74,233% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
680Shares Held
580MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.97 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC14.9MShares$341 Million1.03% of portfolio
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Signature Estate & Investment Advisors LLC10.4MShares$237 Million6.25% of portfolio
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Mc Adam, LLC9.11MShares$208 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA6.05MShares$138 Million7.44% of portfolio