Builder Investment Group Inc /Adv Schwab Fundamental U S Large C Transaction History
Builder Investment Group Inc /Adv
- $368 Billion
- Q4 2024
A detailed history of Builder Investment Group Inc /Adv transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Builder Investment Group Inc /Adv holds 25,447 shares of FNDX stock, worth $622,179. This represents 0.16% of its overall portfolio holdings.
Number of Shares
25,447
Previous 8,528
198.39%
Holding current value
$622,179
Previous $612 Million
1.53%
% of portfolio
0.16%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
626Shares Held
516MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
-
Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$110 Million18.01% of portfolio