Root Financial Partners, LLC Schwab Fundamental U S Large C Transaction History
Root Financial Partners, LLC
- $938 Billion
- Q1 2025
A detailed history of Root Financial Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Root Financial Partners, LLC holds 8,972 shares of FNDX stock, worth $204,741. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,972Holding current value
$204,741% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
689Shares Held
589MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$8.88 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$354 Million0.94% of portfolio
-
Mc Adam, LLC9.11MShares$208 Million11.9% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$177 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$169 Million4.69% of portfolio