Breakwater Capital Group Schwab Fundamental U S Large C Transaction History
Breakwater Capital Group
- $502 Billion
- Q4 2024
A detailed history of Breakwater Capital Group transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Breakwater Capital Group holds 21,397 shares of FNDX stock, worth $514,169. This represents 0.1% of its overall portfolio holdings.
Number of Shares
21,397
Previous 5,758
271.6%
Holding current value
$514,169
Previous $413 Million
22.63%
% of portfolio
0.1%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
662Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.45 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$359 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$250 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$219 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$144 Million7.37% of portfolio