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 $947,461. This represents 0.94% of its overall portfolio holdings.
Number of Shares
38,421
Previous 23,406
64.15%
Holding current value
$947,461
Previous $1.35 Million
59.61%
% of portfolio
0.94%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
605Shares Held
223MCall 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