Benjamin F. Edwards & Company, Inc. Schwab Fundamental U S Large C Transaction History
Benjamin F. Edwards & Company, Inc.
- $5.69 Billion
- Q2 2024
A detailed history of Benjamin F. Edwards & Company, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Benjamin F. Edwards & Company, Inc. holds 969 shares of FNDX stock, worth $23,692. This represents 0.0% of its overall portfolio holdings.
Number of Shares
969
Previous 1,680
42.32%
Holding current value
$23,692
Previous $113,000
42.48%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
626Shares Held
516MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
-
Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$110 Million18.01% of portfolio