Francis Financial, Inc. Schwab Fundamental U S Large C Transaction History
Francis Financial, Inc.
- $344 Million
- Q3 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 $201,956. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,183
Previous 8,183
-0.0%
Holding current value
$201,956
Previous $548,000
7.12%
% of portfolio
0.17%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
601Shares Held
220MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78.9 Million5.31% of portfolio
-
Charles Schwab Trust CO2.71MShares$66.8 Million5.63% of portfolio