Appleton Partners Inc Schwab Fundamental U S Large C Transaction History
Appleton Partners Inc
- $1.3 Billion
- Q2 2024
A detailed history of Appleton Partners Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Appleton Partners Inc holds 8,462 shares of FNDX stock, worth $578,885. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,462
Previous 15,435
45.18%
Holding current value
$578,885
Previous $1.04 Million
45.48%
% of portfolio
0.04%
Previous 0.08%
Shares
14 transactions
Others Institutions Holding FNDX
# of Institutions
561Shares Held
186MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$8.91 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$296 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$188 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$184 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$144 Million23.99% of portfolio