Stratos Wealth Partners, Ltd. Schwab Fundamental U S Large C Transaction History
Stratos Wealth Partners, Ltd.
- $8.04 Billion
- Q3 2025
A detailed history of Stratos Wealth Partners, Ltd. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 22,472 shares of FNDX stock, worth $597,081. This represents 0.01% of its overall portfolio holdings.
Number of Shares
22,472
Previous 23,252
3.35%
Holding current value
$597,081
Previous $570,000
3.68%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding FNDX
# of Institutions
771Shares Held
631MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio