Alpha Omega Wealth Management LLC Schwab Fundamental U S Large C Transaction History
Alpha Omega Wealth Management LLC
- $522 Million
- Q2 2024
A detailed history of Alpha Omega Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 10,591 shares of FNDX stock, worth $755,138. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,591
Previous 10,307
2.76%
Holding current value
$755,138
Previous $694,000
2.16%
% of portfolio
0.14%
Previous 0.13%
Shares
15 transactions
Others Institutions Holding FNDX
# of Institutions
563Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.29 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$309 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$196 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$192 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$150 Million23.99% of portfolio