Prospera Financial Services Inc Schwab Fundamental U S Large C Transaction History
Prospera Financial Services Inc
- $4.19 Billion
- Q1 2025
A detailed history of Prospera Financial Services Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Prospera Financial Services Inc holds 103,972 shares of FNDX stock, worth $2.59 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
103,972
Previous 104,059
0.08%
Holding current value
$2.59 Million
Previous $2.46 Million
0.41%
% of portfolio
0.06%
Previous 0.06%
Shares
16 transactions
Others Institutions Holding FNDX
# of Institutions
700Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.69 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$386 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$212 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$195 Million4.55% of portfolio