Delta Asset Management LLC Schwab Fundamental U S Large C Transaction History
Delta Asset Management LLC
- $1.1 Billion
- Q2 2024
A detailed history of Delta Asset Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Delta Asset Management LLC holds 90 shares of FNDX stock, worth $6,235. This represents 0.0% of its overall portfolio holdings.
Number of Shares
90
Previous 90
-0.0%
Holding current value
$6,235
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
561Shares Held
186MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.03 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$300 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$191 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$187 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$145 Million23.99% of portfolio