Wealthstar Advisors, LLC Schwab Fundamental U S Large C Transaction History
Wealthstar Advisors, LLC
- $220 Million
- Q4 2024
A detailed history of Wealthstar Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wealthstar Advisors, LLC holds 94,233 shares of FNDX stock, worth $2.32 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
94,233Holding current value
$2.32 Million% of portfolio
1.01%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
606Shares Held
225MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
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Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$78.8 Million5.31% of portfolio
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Charles Schwab Trust CO2.71MShares$66.8 Million5.63% of portfolio