Baystate Wealth Management LLC Schwab Fundamental U S Large C Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Baystate Wealth Management LLC holds 55,212 shares of FNDX stock, worth $3.83 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
55,212
Previous 58,525
5.66%
Holding current value
$3.83 Million
Previous $3.28 Million
4.4%
% of portfolio
0.25%
Previous 0.27%
Shares
13 transactions
Others Institutions Holding FNDX
# of Institutions
561Shares Held
186MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.03 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$300 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$191 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$187 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$145 Million23.99% of portfolio