Values Added Financial LLC Schwab Fundamental U S Large C Transaction History
Values Added Financial LLC
- $159 Billion
- Q3 2024
A detailed history of Values Added Financial LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Values Added Financial LLC holds 4,747 shares of FNDX stock, worth $117,868. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,747Holding current value
$117,868% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
593Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.24 Billion1.82% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$79.4 Million5.31% of portfolio
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Mc Adam, LLC2.92MShares$72.4 Million11.84% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.33MShares$57.9 Million0.04% of portfolio