Breakwater Investment Management Schwab Fundamental U S Large C Transaction History
Breakwater Investment Management
- $217 Billion
- Q1 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 $120,296. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,796Holding current value
$120,296% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
516Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.57 Billion11.85% of portfolio
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Captrust Financial Advisors Raleigh, NC3.02MShares$202 Million0.68% of portfolio
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Signature Estate & Investment Advisors LLC2.66MShares$178 Million5.07% of portfolio
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Mc Adam, LLC2.58MShares$173 Million11.27% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.51MShares$168 Million0.05% of portfolio