Brown Financial Advisory Schwab Fundamental U S Large C Transaction History
Brown Financial Advisory
- $144 Million
- Q1 2025
A detailed history of Brown Financial Advisory transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Brown Financial Advisory holds 16,897 shares of FNDX stock, worth $397,248. This represents 0.28% of its overall portfolio holdings.
Number of Shares
16,897Holding current value
$397,248% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
690Shares Held
590MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.15 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$365 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$190 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$183 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$174 Million4.69% of portfolio