Nicholson Meyer Capital Management, Inc. Schwab Fundamental U S Large C Transaction History
Nicholson Meyer Capital Management, Inc.
- $109 Billion
- Q1 2025
A detailed history of Nicholson Meyer Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nicholson Meyer Capital Management, Inc. holds 397,878 shares of FNDX stock, worth $9.08 Million. This represents 8.64% of its overall portfolio holdings.
Number of Shares
397,878Holding current value
$9.08 Million% of portfolio
8.64%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
682Shares Held
584MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$8.88 Billion1.76% of portfolio
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Captrust Financial Advisors Raleigh, NC14.9MShares$341 Million1.03% of portfolio
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Signature Estate & Investment Advisors LLC10.4MShares$237 Million6.25% of portfolio
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Mc Adam, LLC9.11MShares$208 Million11.9% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN6.27MShares$143 Million46.8% of portfolio