Wood Tarver Financial Group, LLC Schwab Fundamental U S Large C Transaction History
Wood Tarver Financial Group, LLC
- $299 Million
- Q4 2024
A detailed history of Wood Tarver Financial Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wood Tarver Financial Group, LLC holds 75 shares of FNDX stock, worth $1,802. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75Holding current value
$1,802% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
661Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.45 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$359 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$250 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$219 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$144 Million7.37% of portfolio