Beacon Pointe Advisors, LLC Schwab Fundamental U S Large C Transaction History
Beacon Pointe Advisors, LLC
- $8.35 Billion
- Q2 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 5,762 shares of FNDX stock, worth $412,213. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,762
Previous 6,226
7.45%
Holding current value
$412,213
Previous $419,000
8.11%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.32 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$150 Million23.99% of portfolio