Bellevue Asset Management, LLC Schwab Fundamental U S Large C Transaction History
Bellevue Asset Management, LLC
- $180 Million
- Q2 2024
A detailed history of Bellevue Asset Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 242 shares of FNDX stock, worth $17,312. This represents 0.01% of its overall portfolio holdings.
Number of Shares
242
Previous 384
36.98%
Holding current value
$17,312
Previous $25,000
36.0%
% of portfolio
0.01%
Previous 0.01%
Shares
11 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