Fin Trust Capital Advisors, LLC Schwab Fundamental U S Large C Transaction History
Fin Trust Capital Advisors, LLC
- $577 Million
- Q3 2024
A detailed history of Fin Trust Capital Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 6,740 shares of FNDX stock, worth $162,164. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,740
Previous 6,674
0.99%
Holding current value
$162,164
Previous $447,000
8.05%
% of portfolio
0.08%
Previous 0.09%
Shares
5 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