Riverchase Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Riverchase Wealth Management, LLC
- $143 Billion
- Q1 2025
A detailed history of Riverchase Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Riverchase Wealth Management, LLC holds 93,339 shares of FNDX stock, worth $2.24 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
93,339
Previous 94,631
1.37%
Holding current value
$2.24 Million
Previous $2.24 Billion
1.66%
% of portfolio
1.54%
Previous 1.68%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
693Shares Held
590MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.35 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$373 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$194 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$186 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$178 Million4.69% of portfolio