Mid Atlantic Capital Management, Inc. Schwab Fundamental U S Large C Transaction History
Mid Atlantic Capital Management, Inc.
- $141 Billion
- Q2 2025
A detailed history of Mid Atlantic Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Mid Atlantic Capital Management, Inc. holds 52,401 shares of FNDX stock, worth $1.37 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
52,401
Previous 51,724
1.31%
Holding current value
$1.37 Million
Previous $1.22 Billion
5.3%
% of portfolio
0.91%
Previous 0.96%
Shares
7 transactions
Others Institutions Holding FNDX
# of Institutions
725Shares Held
620MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$223 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$215 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio