Vision Point Advisory Group, LLC Schwab Fundamental U S Large C Transaction History

Vision Point Advisory Group, LLC

$275 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 01, 2024	BUY	$63.87 - $67.55 $17,628 - $18,643	276 New	276 $18,000
Q2 2023 Aug 21, 2023	BUY	$53.84 - $57.58 $430 - $460	8 New	8 $0

Others Institutions Holding FNDX

# of Institutions

596

Shares Held

193M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.28 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$117 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$80.3 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$73.2 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$58.6 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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