Revolve Wealth Partners, LLC Schwab Fundamental U S Large C Transaction History
Revolve Wealth Partners, LLC
- $909 Million
- Q4 2024
A detailed history of Revolve Wealth Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 30,360 shares of FNDX stock, worth $748,677. This represents 0.08% of its overall portfolio holdings.
Number of Shares
30,360Holding current value
$748,677% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
606Shares Held
225MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78.8 Million5.31% of portfolio
-
Charles Schwab Trust CO2.71MShares$66.8 Million5.63% of portfolio