Captrust Financial Advisors Schwab Fundamental U S Large C Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
A detailed history of Captrust Financial Advisors transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Captrust Financial Advisors holds 4,641,312 shares of FNDX stock, worth $111 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
4,641,312
Previous 4,327,930
7.24%
Holding current value
$111 Million
Previous $290 Million
14.89%
% of portfolio
1.01%
Previous 0.94%
Shares
23 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.14 Billion1.82% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.7 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56 Million0.04% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.07MShares$49.8 Million25.43% of portfolio