Coston, Mc Isaac & Partners Schwab Fundamental U S Large C Transaction History
Coston, Mc Isaac & Partners
- $281 Million
- Q4 2024
A detailed history of Coston, Mc Isaac & Partners transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 537 shares of FNDX stock, worth $13,129. This represents 0.0% of its overall portfolio holdings.
Number of Shares
537
Previous 179
200.0%
Holding current value
$13,129
Previous $12,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
628Shares Held
519MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$254 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio