Envestnet Asset Management Inc Schwab Fundamental U S Large C Transaction History
Envestnet Asset Management Inc
- $281 Billion
- Q2 2024
A detailed history of Envestnet Asset Management Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Envestnet Asset Management Inc holds 1,296,701 shares of FNDX stock, worth $31.2 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,296,701
Previous 1,119,722
15.81%
Holding current value
$31.2 Million
Previous $75.5 Million
15.1%
% of portfolio
0.03%
Previous 0.03%
Shares
29 transactions
Others Institutions Holding FNDX
# of Institutions
567Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.14 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$104 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.5 Million23.99% of portfolio