Signal Advisors Wealth, LLC Schwab Fundamental U S Large C Transaction History
Signal Advisors Wealth, LLC
- $1.28 Trillion
- Q2 2025
A detailed history of Signal Advisors Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Signal Advisors Wealth, LLC holds 75,171 shares of FNDX stock, worth $1.89 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
75,171
Previous 231,265
67.5%
Holding current value
$1.89 Million
Previous $5.46 Billion
66.22%
% of portfolio
0.14%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
696Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.79 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$391 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$215 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$208 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$195 Million0.05% of portfolio