Francis Financial, Inc. Schwab Fundamental U S Large C Transaction History
Francis Financial, Inc.
- $304 Million
- Q2 2024
A detailed history of Francis Financial, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Francis Financial, Inc. holds 8,183 shares of FNDX stock, worth $566,918. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,183Holding current value
$566,918% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
561Shares Held
186MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.03 Billion1.68% of portfolio
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Captrust Financial Advisors Raleigh, NC4.33MShares$300 Million0.94% of portfolio
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Mc Adam, LLC2.75MShares$191 Million11.18% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$187 Million4.53% of portfolio
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Northwest Bancshares, Inc. Warren, PA2.1MShares$145 Million23.99% of portfolio