Institutional shares held 193 Million
0 calls
0 puts
Total value of holdings $4.7B
$0 calls
$0 puts
# of Institutions 593


Latest Institutional Activity in FNDX

Top Purchases

Q3 2024
Cornerstone Planning Group LLC Shares Held: 1.31M ($31.9M)
Q3 2024
Financial Strategies Group, Inc. Shares Held: 843K ($20.6M)
Q3 2024
Signature Estate & Investment Advisors LLC Shares Held: 3.2M ($78M)
Q3 2024
Charles Schwab Investment Management Inc Shares Held: 131M ($3.19B)
Q3 2024
Captrust Financial Advisors Shares Held: 4.64M ($113M)

Top Sells

Q3 2024
Prism Advisors, Inc. Shares Held: 9.87K ($241K)
Q3 2024
Cahill Financial Advisors Inc Shares Held: 321K ($7.83M)
Q3 2024
Northwest Bancshares, Inc. Shares Held: 2.07M ($50.6M)
Q3 2024
Jpmorgan Chase & CO Shares Held: 33.9K ($826K)
Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 589K ($14.4M)

About FNDX

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