Signal Advisors Wealth, LLC Schwab Fundamental U S Large C Transaction History
Signal Advisors Wealth, LLC
- $1.02 Trillion
- Q1 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 231,265 shares of FNDX stock, worth $5.47 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
231,265
Previous 292,791
21.01%
Holding current value
$5.47 Million
Previous $6.93 Billion
21.25%
% of portfolio
0.53%
Previous 0.78%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
693Shares Held
590MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.21 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$368 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$191 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$184 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$175 Million4.69% of portfolio