Delta Financial Group, Inc. Schwab Fundamental U S Large C Transaction History
Delta Financial Group, Inc.
- $438 Million
- Q1 2025
A detailed history of Delta Financial Group, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Delta Financial Group, Inc. holds 13,039 shares of FNDX stock, worth $339,665. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,039
Previous 13,039
-0.0%
Holding current value
$339,665
Previous $309,000
1.29%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
733Shares 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, LLC8.27MShares$215 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio