Droms Strauss Advisors Inc Schwab Fundamental U S Large C Transaction History
Droms Strauss Advisors Inc
- $273 Million
- Q1 2024
A detailed history of Droms Strauss Advisors Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Droms Strauss Advisors Inc holds 66,042 shares of FNDX stock, worth $4.55 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
66,042
Previous 66,490
0.67%
Holding current value
$4.55 Million
Previous $4.12 Million
8.09%
% of portfolio
1.63%
Previous 1.6%
Shares
22 transactions
Others Institutions Holding FNDX
# of Institutions
534Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.81 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$208 Million0.68% of portfolio
-
Mc Adam, LLC2.75MShares$189 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$186 Million4.53% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$173 Million0.05% of portfolio