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 $2.13 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
93,339
Previous 94,631
1.37%
Holding current value
$2.13 Million
Previous $2.24 Billion
1.66%
% of portfolio
1.54%
Previous 1.68%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
677Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.97 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$341 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$237 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$208 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$138 Million7.44% of portfolio