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 $25,242. This represents 0.0% of its overall portfolio holdings.
Number of Shares
969
              Previous 1,680
              
        
           42.32%
        
      
          
        Holding current value
$25,242
            Previous $113,000
            
        
           42.48%
        
      
          
        % of portfolio
0.0%
            Previous 0.0%
          
        Shares
	  6 transactions
	
  Others Institutions Holding FNDX
# of Institutions
740Shares Held
623MCall Options Held
0Put Options Held
0- 
    
      Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
 - 
    
      Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
 - 
    
      Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$229 Million32.39% of portfolio
 - 
    
      Mc Adam, LLC8.75MShares$228 Million11.55% of portfolio
 - 
    
      Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio