Worth Financial Advisory Group, LLC Schwab Fundamental U S Large C Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 6,373 shares of FNDX stock, worth $150,848. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,373
Previous 5,163
23.44%
Holding current value
$150,848
Previous $346 Million
32.24%
% of portfolio
0.27%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
571Shares Held
189MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.08 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$102 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$69 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$63.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$49.7 Million23.99% of portfolio