Berger Financial Group, Inc Schwab Fundamental U S Large C Transaction History
Berger Financial Group, Inc
- $1.08 Billion
- Q2 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 $1.38 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
19,224
Previous 25,308
24.04%
Holding current value
$1.38 Million
Previous $1.71 Million
24.52%
% of portfolio
0.12%
Previous 0.16%
Shares
2 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