Bay Colony Advisory Group, Inc D Schwab Fundamental U S Large C Transaction History
Bay Colony Advisory Group, Inc D
- $786 Million
- Q3 2025
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 164,072 shares of FNDX stock, worth $4.27 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
164,072
Previous 159,358
2.96%
Holding current value
$4.27 Million
Previous $3.91 Million
10.36%
% of portfolio
0.55%
Previous 0.57%
Shares
14 transactions
Others Institutions Holding FNDX
# of Institutions
740Shares Held
622MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$229 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$228 Million11.55% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio