Cbiz Investment Advisory Services, LLC Schwab Fundamental U S Large C Transaction History
Cbiz Investment Advisory Services, LLC
- $1.93 Billion
- Q3 2024
A detailed history of Cbiz Investment Advisory Services, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 1,454 shares of FNDX stock, worth $36,509. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,454
Previous 1,454
-0.0%
Holding current value
$36,509
Previous $97,000
7.22%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
596Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.28 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$117 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$80.3 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$73.2 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$58.6 Million0.04% of portfolio