Zrc Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Zrc Wealth Management, LLC
- $233 Billion
- Q3 2024
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 243,280 shares of FNDX stock, worth $17.3 Million. This represents 7.49% of its overall portfolio holdings.
Number of Shares
243,280
Previous 240,586
1.12%
Holding current value
$17.3 Million
Previous $16.1 Billion
8.34%
% of portfolio
7.49%
Previous 7.63%
Shares
7 transactions
Others Institutions Holding FNDX
# of Institutions
563Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.29 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$309 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$196 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$192 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$150 Million23.99% of portfolio