Westmount Partners, LLC Schwab Fundamental U S Large C Transaction History
Westmount Partners, LLC
- $328 Billion
- Q1 2025
A detailed history of Westmount Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Westmount Partners, LLC holds 79,827 shares of FNDX stock, worth $1.82 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
79,827Holding current value
$1.82 Million% of portfolio
0.57%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
682Shares Held
584MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$8.88 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$341 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$237 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$208 Million11.9% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN6.27MShares$143 Million46.8% of portfolio