Eagle Strategies LLC Schwab Fundamental U S Large C Transaction History
Eagle Strategies LLC
- $449 Million
- Q1 2024
A detailed history of Eagle Strategies LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Eagle Strategies LLC holds 54,241 shares of FNDX stock, worth $3.63 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
54,241
Previous 150,503
63.96%
Holding current value
$3.63 Million
Previous $9.32 Million
60.79%
% of portfolio
0.81%
Previous 2.0%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
516Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.57 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$202 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$178 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$173 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$168 Million0.05% of portfolio