Creative Financial Designs Inc Schwab Fundamental U S Large C Transaction History
Creative Financial Designs Inc
- $1.11 Billion
- Q2 2024
A detailed history of Creative Financial Designs Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Creative Financial Designs Inc holds 7,234 shares of FNDX stock, worth $515,784. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,234
Previous 6,996
3.4%
Holding current value
$515,784
Previous $471,000
2.76%
% of portfolio
0.04%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding FNDX
# of Institutions
563Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.29 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$309 Million0.94% of portfolio
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Mc Adam, LLC2.75MShares$196 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$192 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$150 Million23.99% of portfolio