Rollins Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History
Rollins Financial Advisors, LLC
- $582 Billion
- Q2 2024
A detailed history of Rollins Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Rollins Financial Advisors, LLC holds 89,656 shares of FNDX stock, worth $6.27 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
89,656
Previous 84,071
6.64%
Holding current value
$6.27 Million
Previous $5.67 Billion
5.99%
% of portfolio
1.03%
Previous 1.07%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.12 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$303 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$192 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$189 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$147 Million23.99% of portfolio