Burford Brothers, Inc. Schwab Fundamental U S Large C Transaction History
Burford Brothers, Inc.
- $218 Billion
- Q2 2025
A detailed history of Burford Brothers, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Burford Brothers, Inc. holds 14,346 shares of FNDX stock, worth $357,215. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,346
Previous 14,287
0.41%
Holding current value
$357,215
Previous $337 Million
4.37%
% of portfolio
0.16%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
707Shares Held
598MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.69 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$387 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$213 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$195 Million4.55% of portfolio