Consolidated Portfolio Review Corp Schwab Fundamental U S Large C Transaction History
Consolidated Portfolio Review Corp
- $429 Billion
- Q2 2024
A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 14,770 shares of FNDX stock, worth $1.03 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
14,770Holding current value
$1.03 Million% of portfolio
0.23%Shares
4 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
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Captrust Financial Advisors Raleigh, NC4.33MShares$303 Million0.94% of portfolio
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Mc Adam, LLC2.75MShares$192 Million11.18% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$189 Million4.53% of portfolio
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Northwest Bancshares, Inc. Warren, PA2.1MShares$147 Million23.99% of portfolio