Berger Financial Group, Inc Schwab Fundamental U S Large C Transaction History
Berger Financial Group, Inc
- $1.18 Billion
- Q3 2024
A detailed history of Berger Financial Group, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Berger Financial Group, Inc holds 19,224 shares of FNDX stock, worth $453,878. This represents 0.12% of its overall portfolio holdings.
Number of Shares
19,224
Previous 19,224
-0.0%
Holding current value
$453,878
Previous $1.29 Million
7.15%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.08 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$110 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$75.5 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$68.9 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.1 Million0.04% of portfolio