Pinnacle Wealth Planning Services, Inc. Schwab Fundamental U S Large C Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 71,500 shares of FNDX stock, worth $1.89 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
71,500Holding current value
$1.89 Million% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
726Shares Held
620MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.6 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC16.3MShares$431 Million0.93% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$226 Million27.32% of portfolio
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Mc Adam, LLC8.27MShares$218 Million11.31% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.11MShares$214 Million0.05% of portfolio