Buckingham Strategic Wealth, LLC Schwab Fundamental U S Large C Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 10,147 shares of FNDX stock, worth $244,136. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,147
Previous 11,747
13.62%
Holding current value
$244,136
Previous $791,000
14.16%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding FNDX
# of Institutions
567Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.14 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$104 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.5 Million23.99% of portfolio