Bartlett & Co. Wealth Management LLC Schwab Fundamental U S Large C Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 293,169 shares of FNDX stock, worth $7.05 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
293,169
Previous 288,998
1.44%
Holding current value
$7.05 Million
Previous $19.4 Billion
8.18%
% of portfolio
0.3%
Previous 0.3%
Shares
27 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