Bryn Mawr Trust CO Schwab Fundamental U S Large C Transaction History
Bryn Mawr Trust CO
- $5.44 Billion
- Q4 2024
A detailed history of Bryn Mawr Trust CO transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bryn Mawr Trust CO holds 297,986 shares of FNDX stock, worth $7.39 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
297,986
Previous 100,371
196.88%
Holding current value
$7.39 Million
Previous $7.2 Million
2.03%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
656Shares Held
577MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.75 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$371 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$258 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$226 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$148 Million7.37% of portfolio