Cabot Wealth Management Inc Schwab Fundamental U S Large C Transaction History
Cabot Wealth Management Inc
- $794 Million
- Q3 2024
A detailed history of Cabot Wealth Management Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cabot Wealth Management Inc holds 222,378 shares of FNDX stock, worth $5.35 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
222,378
Previous 225,859
1.54%
Holding current value
$5.35 Million
Previous $15.1 Million
5.48%
% of portfolio
2.01%
Previous 1.99%
Shares
29 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