Urban Financial Advisory Corp Schwab Fundamental U S Large C Transaction History
Urban Financial Advisory Corp
- $163 Billion
- Q1 2024
A detailed history of Urban Financial Advisory Corp transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Urban Financial Advisory Corp holds 26,722 shares of FNDX stock, worth $1.84 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
26,722Holding current value
$1.84 Million% of portfolio
1.11%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
534Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.81 Billion11.85% of portfolio
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Captrust Financial Advisors Raleigh, NC3.02MShares$208 Million0.68% of portfolio
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Mc Adam, LLC2.75MShares$189 Million11.18% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$186 Million4.53% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.51MShares$173 Million0.05% of portfolio