Tradition Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q4 2024
A detailed history of Tradition Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 547,730 shares of FNDX stock, worth $13.2 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
547,730
Previous 182,263
200.52%
Holding current value
$13.2 Million
Previous $13.1 Million
0.83%
% of portfolio
1.23%
Previous 1.24%
Shares
16 transactions
Others Institutions Holding FNDX
# of Institutions
662Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.45 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$359 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$250 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$219 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$144 Million7.37% of portfolio