Coston, Mc Isaac & Partners Schwab Fundamental U S Large C Transaction History
Coston, Mc Isaac & Partners
- $293 Million
- Q2 2025
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 $13,988. This represents 0.0% of its overall portfolio holdings.
Number of Shares
537
Previous 537
-0.0%
Holding current value
$13,988
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
739Shares Held
621MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$229 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$228 Million11.55% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio