Stone Point Wealth LLC Schwab Fundamental U S Large C Transaction History
Stone Point Wealth LLC
- $305 Million
- Q3 2024
A detailed history of Stone Point Wealth LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Stone Point Wealth LLC holds 3,755 shares of FNDX stock, worth $93,950. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,755
Previous 3,755
-0.0%
Holding current value
$93,950
Previous $251,000
7.17%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
596Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.27 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$116 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$80 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$73 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$58.4 Million0.04% of portfolio