Resonant Capital Advisors, LLC Schwab Fundamental U S Large C Transaction History
Resonant Capital Advisors, LLC
- $1.35 Billion
- Q4 2024
A detailed history of Resonant Capital Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 1,213,558 shares of FNDX stock, worth $29.9 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
1,213,558
Previous 402,996
201.13%
Holding current value
$29.9 Million
Previous $28.9 Million
0.63%
% of portfolio
2.13%
Previous 2.16%
Shares
21 transactions
Others Institutions Holding FNDX
# of Institutions
660Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.68 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$368 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$256 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio