Symphony Financial, Ltd. Co. Schwab Fundamental U S Large C Transaction History
Symphony Financial, Ltd. Co.
- $177 Million
- Q1 2025
A detailed history of Symphony Financial, Ltd. Co. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 15,234 shares of FNDX stock, worth $347,639. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,234Holding current value
$347,639% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
679Shares Held
581MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.97 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$341 Million1.03% of portfolio
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Signature Estate & Investment Advisors LLC10.4MShares$237 Million6.25% of portfolio
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Mc Adam, LLC9.11MShares$208 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA6.05MShares$138 Million7.44% of portfolio