Smartleaf Asset Management LLC Schwab Fundamental U S Large C Transaction History
Smartleaf Asset Management LLC
- $1.04 Trillion
- Q1 2025
A detailed history of Smartleaf Asset Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 6,099 shares of FNDX stock, worth $144,302. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,099
Previous 48
12606.25%
Holding current value
$144,302
Previous $1.13 Million
12474.43%
% of portfolio
0.01%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
691Shares 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