Siligmueller & Norvid Wealth Advisors LLC Schwab Fundamental U S Large C Transaction History
Siligmueller & Norvid Wealth Advisors LLC
- $235 Billion
- Q4 2024
A detailed history of Siligmueller & Norvid Wealth Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Siligmueller & Norvid Wealth Advisors LLC holds 99,471 shares of FNDX stock, worth $2.45 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
99,471Holding current value
$2.45 Million% of portfolio
1.0%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
610Shares Held
240MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.21 Billion1.82% of portfolio
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Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
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Callan Capital, LLC La Jolla, CA3.72MShares$91.6 Million6.46% of portfolio