Advisor Os, LLC Schwab Fundamental U S Large C Transaction History
Advisor Os, LLC
- $884 Million
- Q2 2024
A detailed history of Advisor Os, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Advisor Os, LLC holds 3,797 shares of FNDX stock, worth $91,355. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,797
Previous 4,064
6.57%
Holding current value
$91,355
Previous $273,000
6.96%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
567Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.14 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$104 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.5 Million23.99% of portfolio