Ashford Advisors, LLC Schwab Fundamental U S Large C Transaction History
Ashford Advisors, LLC
- $407 Million
- Q2 2024
A detailed history of Ashford Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Ashford Advisors, LLC holds 669,975 shares of FNDX stock, worth $16.1 Million. This represents 11.01% of its overall portfolio holdings.
Number of Shares
669,975
Previous 664,835
0.77%
Holding current value
$16.1 Million
Previous $44.8 Million
0.16%
% of portfolio
11.01%
Previous 11.31%
Shares
18 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