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 $2.72 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
110,497
Previous 144,257
23.4%
Holding current value
$2.72 Million
Previous $8.3 Million
25.53%
% of portfolio
0.27%
Previous 0.36%
Shares
28 transactions
Others Institutions Holding FNDX
# of Institutions
606Shares Held
225MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78.8 Million5.31% of portfolio
-
Charles Schwab Trust CO2.71MShares$66.8 Million5.63% of portfolio