Bay Colony Advisory Group, Inc D Schwab Fundamental U S Large C Transaction History
Bay Colony Advisory Group, Inc D
- $580 Million
- Q2 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 44,795 shares of FNDX stock, worth $3.04 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
44,795
Previous 41,724
7.36%
Holding current value
$3.04 Million
Previous $2.81 Million
6.72%
% of portfolio
0.52%
Previous 0.51%
Shares
9 transactions
Others Institutions Holding FNDX
# of Institutions
530Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.69 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$205 Million0.68% of portfolio
-
Mc Adam, LLC2.75MShares$187 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$181 Million5.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$170 Million0.05% of portfolio