Berman Mc Aleer LLC Schwab Fundamental U S Large C Transaction History
Berman Mc Aleer LLC
- $715 Billion
- Q3 2025
A detailed history of Berman Mc Aleer LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Berman Mc Aleer LLC holds 985,332 shares of FNDX stock, worth $25.7 Million. This represents 3.62% of its overall portfolio holdings.
Number of Shares
985,332Holding current value
$25.7 Million% of portfolio
3.62%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
744Shares Held
623MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$229 Million32.39% of portfolio
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Mc Adam, LLC8.75MShares$228 Million11.55% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio