Quadrant Private Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Quadrant Private Wealth Management, LLC
- $468 Million
- Q2 2025
A detailed history of Quadrant Private Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 10,540 shares of FNDX stock, worth $262,446. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,540Holding current value
$262,446% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
707Shares Held
598MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.69 Billion1.76% of portfolio
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Captrust Financial Advisors Raleigh, NC15.5MShares$387 Million0.94% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$213 Million27.32% of portfolio
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Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
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Signature Estate & Investment Advisors LLC7.82MShares$195 Million4.55% of portfolio