Triad Wealth Partners, LLC Schwab Fundamental U S Large C Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 2024
A detailed history of Triad Wealth Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 613 shares of FNDX stock, worth $43,363. This represents 0.02% of its overall portfolio holdings.
Number of Shares
613Holding current value
$43,363% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.22 Billion1.68% of portfolio
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Captrust Financial Advisors Raleigh, NC4.33MShares$306 Million0.94% of portfolio
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Mc Adam, LLC2.75MShares$195 Million11.18% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$191 Million4.53% of portfolio
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Northwest Bancshares, Inc. Warren, PA2.1MShares$149 Million23.99% of portfolio