Yoder Wealth Management, Inc. Schwab Fundamental U S Large C Transaction History
Yoder Wealth Management, Inc.
- $154 Billion
- Q2 2024
A detailed history of Yoder Wealth Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 23,979 shares of FNDX stock, worth $1.65 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
23,979
Previous 24,261
1.16%
Holding current value
$1.65 Million
Previous $1.63 Billion
1.76%
% of portfolio
1.04%
Previous 1.07%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
532Shares 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