Truadvice, LLC Schwab Fundamental U S Large C Transaction History
Truadvice, LLC
- $229 Million
- Q3 2023
A detailed history of Truadvice, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Truadvice, LLC holds 38,421 shares of FNDX stock, worth $930,172. This represents 0.94% of its overall portfolio holdings.
Number of Shares
38,421
Previous 23,406
64.15%
Holding current value
$930,172
Previous $1.35 Million
59.61%
% of portfolio
0.94%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
596Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.16 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$112 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$77.4 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70.6 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56.5 Million0.04% of portfolio