Bcs Wealth Management Schwab Fundamental U S Large C Transaction History
Bcs Wealth Management
- $312 Million
- Q1 2024
A detailed history of Bcs Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bcs Wealth Management holds 27,529 shares of FNDX stock, worth $1.84 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
27,529
Previous 26,093
5.5%
Holding current value
$1.84 Million
Previous $1.62 Million
14.79%
% of portfolio
0.6%
Previous 0.6%
Shares
16 transactions
Others Institutions Holding FNDX
# of Institutions
516Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.57 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$202 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$178 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$173 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$168 Million0.05% of portfolio