Strata Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History
Strata Wealth Advisors, LLC
- $290 Billion
- Q2 2024
A detailed history of Strata Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 197,697 shares of FNDX stock, worth $14 Million. This represents 4.56% of its overall portfolio holdings.
Number of Shares
197,697
Previous 198,004
0.16%
Holding current value
$14 Million
Previous $13.3 Billion
0.76%
% of portfolio
4.56%
Previous 4.69%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.22 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$306 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$195 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$191 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$149 Million23.99% of portfolio