Wiser Advisor Group LLC Schwab Fundamental U S Large C Transaction History
Wiser Advisor Group LLC
- $63.8 Billion
- Q1 2024
A detailed history of Wiser Advisor Group LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wiser Advisor Group LLC holds 104 shares of FNDX stock, worth $7,160. This represents 0.01% of its overall portfolio holdings.
Number of Shares
104
Previous 104
-0.0%
Holding current value
$7,160
Previous $6.41 Million
9.28%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
534Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.81 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$208 Million0.68% of portfolio
-
Mc Adam, LLC2.75MShares$189 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$186 Million4.53% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$173 Million0.05% of portfolio