Connecticut Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Connecticut Wealth Management, LLC
- $1.93 Billion
- Q2 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 4,108 shares of FNDX stock, worth $287,436. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,108
Previous 4,108
-0.0%
Holding current value
$287,436
Previous $276,000
0.36%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.12 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$303 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$192 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$189 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$147 Million23.99% of portfolio