Tiedemann Advisors, LLC Schwab Fundamental U S Large C Transaction History
Tiedemann Advisors, LLC
- $2.31 Billion
- Q3 2023
A detailed history of Tiedemann Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Tiedemann Advisors, LLC holds 110,497 shares of FNDX stock, worth $7.43 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
110,497
Previous 144,257
23.4%
Holding current value
$7.43 Million
Previous $8.3 Million
25.53%
% of portfolio
0.27%
Previous 0.36%
Shares
28 transactions
Others Institutions Holding FNDX
# of Institutions
517Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.61 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$203 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$179 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$174 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$169 Million0.05% of portfolio