Tanglewood Legacy Advisors, LLC Schwab Fundamental U S Large C Transaction History
Tanglewood Legacy Advisors, LLC
- $244 Billion
- Q2 2025
A detailed history of Tanglewood Legacy Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 4,159 shares of FNDX stock, worth $109,880. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,159
Previous 4,159
-0.0%
Holding current value
$109,880
Previous $98.2 Million
3.94%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
726Shares Held
620MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.6 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$431 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$226 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$218 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$214 Million0.05% of portfolio