Spire Wealth Management Schwab Fundamental U S Large C Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
A detailed history of Spire Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Spire Wealth Management holds 23,032 shares of FNDX stock, worth $1.54 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
23,032
Previous 21,985
4.76%
Holding current value
$1.54 Million
Previous $1.36 Million
14.03%
% of portfolio
0.05%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding FNDX
# of Institutions
516Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.57 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$202 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$178 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$173 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$168 Million0.05% of portfolio