Verum Partners LLC Schwab Fundamental U S Large C Transaction History
Verum Partners LLC
- $434 Billion
- Q2 2025
A detailed history of Verum Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Verum Partners LLC holds 253,826 shares of FNDX stock, worth $6.32 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
253,826
Previous 271,857
6.63%
Holding current value
$6.32 Million
Previous $6.42 Billion
2.96%
% of portfolio
1.43%
Previous 1.73%
Shares
11 transactions
Others Institutions Holding FNDX
# of Institutions
715Shares Held
617MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$387 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$213 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$195 Million4.55% of portfolio