First Pacific Financial Schwab Fundamental U S Large C Transaction History
First Pacific Financial
- $332 Million
- Q3 2024
A detailed history of First Pacific Financial transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, First Pacific Financial holds 1,556 shares of FNDX stock, worth $38,931. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,556
Previous 1,652
5.81%
Holding current value
$38,931
Previous $110,000
0.91%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
596Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.27 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$116 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$80 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$73 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$58.4 Million0.04% of portfolio