Breakwater Investment Management Schwab Fundamental U S Large C Transaction History
Breakwater Investment Management
- $224 Billion
- Q3 2024
A detailed history of Breakwater Investment Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Breakwater Investment Management holds 1,796 shares of FNDX stock, worth $44,594. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,796
Previous 1,796
-0.0%
Holding current value
$44,594
Previous $120 Million
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
593Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.24 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$79.4 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$72.4 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$57.9 Million0.04% of portfolio