Archford Capital Strategies, LLC Schwab Fundamental U S Large C Transaction History
Archford Capital Strategies, LLC
- $681 Million
- Q3 2024
A detailed history of Archford Capital Strategies, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Archford Capital Strategies, LLC holds 317,740 shares of FNDX stock, worth $7.64 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
317,740
Previous 101,975
211.59%
Holding current value
$7.64 Million
Previous $6.83 Million
233.84%
% of portfolio
3.35%
Previous 1.12%
Shares
4 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