Aa Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History
Aa Financial Advisors, LLC
- $284 Billion
- Q2 2024
A detailed history of Aa Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 92,366 shares of FNDX stock, worth $6.4 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
92,366
Previous 93,724
1.45%
Holding current value
$6.4 Million
Previous $6.32 Billion
2.05%
% of portfolio
2.18%
Previous 2.55%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
561Shares Held
186MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.03 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$300 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$191 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$187 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$145 Million23.99% of portfolio