Embree Financial Group Schwab Fundamental U S Large C Transaction History
Embree Financial Group
- $597 Billion
- Q1 2025
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 17,787 shares of FNDX stock, worth $420,840. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,787
Previous 17,787
-0.0%
Holding current value
$420,840
Previous $421 Million
0.3%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
693Shares Held
590MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.21 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$368 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$191 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$184 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$175 Million4.69% of portfolio