Ami Investment Management Inc Schwab Fundamental U S Large C Transaction History
Ami Investment Management Inc
- $377 Million
- Q3 2025
A detailed history of Ami Investment Management Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Ami Investment Management Inc holds 47,028 shares of FNDX stock, worth $1.25 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
47,028
Previous 47,028
-0.0%
Holding current value
$1.25 Million
Previous $1.15 Million
7.11%
% of portfolio
0.33%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
771Shares Held
631MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio