Nabity Jensen Investment Management Inc Schwab Fundamental U S Large C Transaction History
Nabity Jensen Investment Management Inc
- $126 Billion
- Q1 2025
A detailed history of Nabity Jensen Investment Management Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nabity Jensen Investment Management Inc holds 35,507 shares of FNDX stock, worth $879,508. This represents 0.67% of its overall portfolio holdings.
Number of Shares
35,507
Previous 33,118
7.21%
Holding current value
$879,508
Previous $784 Million
6.9%
% of portfolio
0.67%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
694Shares Held
591MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.64 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$385 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$200 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$192 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$184 Million4.69% of portfolio