Embree Financial Group Schwab Fundamental U S Large C Transaction History
Embree Financial Group
- $520 Billion
- Q2 2024
A detailed history of Embree Financial Group transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Embree Financial Group holds 6,250 shares of FNDX stock, worth $448,125. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,250
Previous 7,491
16.57%
Holding current value
$448,125
Previous $505 Million
17.07%
% of portfolio
0.08%
Previous 0.1%
Shares
3 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