Signal Tree Financial Partners LLC Schwab Fundamental U S Large C Transaction History
Signal Tree Financial Partners LLC
- $116 Billion
- Q2 2025
A detailed history of Signal Tree Financial Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Signal Tree Financial Partners LLC holds 98,187 shares of FNDX stock, worth $2.56 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
98,187Holding current value
$2.56 Million% of portfolio
2.07%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
732Shares Held
621MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$229 Million32.39% of portfolio
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Mc Adam, LLC8.27MShares$215 Million11.31% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio