Vishria Bird Financial Group, LLC Schwab Fundamental U S Large C Transaction History
Vishria Bird Financial Group, LLC
- $264 Million
- Q3 2024
A detailed history of Vishria Bird Financial Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 11,216 shares of FNDX stock, worth $266,380. This represents 0.31% of its overall portfolio holdings.
Number of Shares
11,216Holding current value
$266,380% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.1 Billion1.82% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$110 Million1.01% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$75.9 Million5.31% of portfolio
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Mc Adam, LLC2.92MShares$69.3 Million11.84% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.4 Million0.04% of portfolio