Wingate Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History
Wingate Wealth Advisors, Inc.
- $102 Billion
- Q4 2024
A detailed history of Wingate Wealth Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 110,943 shares of FNDX stock, worth $2.59 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
110,943Holding current value
$2.59 Million% of portfolio
2.58%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
664Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.19 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC14.9MShares$349 Million1.03% of portfolio
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Signature Estate & Investment Advisors LLC10.4MShares$243 Million6.25% of portfolio
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Mc Adam, LLC9.11MShares$213 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$140 Million7.37% of portfolio