Bay Colony Advisory Group, Inc D Schwab Fundamental U S Large C Transaction History
Bay Colony Advisory Group, Inc D
- $634 Million
- Q3 2024
A detailed history of Bay Colony Advisory Group, Inc D transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 46,703 shares of FNDX stock, worth $1.12 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
46,703
Previous 44,795
4.26%
Holding current value
$1.12 Million
Previous $3 Million
11.7%
% of portfolio
0.53%
Previous 0.52%
Shares
10 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.14 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.7 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56 Million0.04% of portfolio