Nalls Sherbakoff Group, LLC Schwab Fundamental U S Large C Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 23,570 shares of FNDX stock, worth $573,929. This represents 1.3% of its overall portfolio holdings.
Number of Shares
23,570
Previous 23,453
0.5%
Holding current value
$573,929
Previous $1.31 Billion
11.22%
% of portfolio
1.3%
Previous 1.28%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
589Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.18 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$77.8 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$71 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56.8 Million0.04% of portfolio