Dhjj Financial Advisors, Ltd. Schwab Fundamental U S Large C Transaction History
Dhjj Financial Advisors, Ltd.
- $214 Million
- Q2 2024
A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 3,806 shares of FNDX stock, worth $272,890. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,806
Previous 3,806
-0.0%
Holding current value
$272,890
Previous $256,000
0.78%
% of portfolio
0.12%
Previous 0.13%
Shares
13 transactions
Others Institutions Holding FNDX
# of Institutions
564Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.34 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$151 Million23.99% of portfolio