Frg Family Wealth Advisors LLC Schwab Fundamental U S Large C Transaction History
Frg Family Wealth Advisors LLC
- $682 Million
- Q2 2024
A detailed history of Frg Family Wealth Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 42,106 shares of FNDX stock, worth $2.92 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
42,106
Previous 39,356
6.99%
Holding current value
$2.92 Million
Previous $2.65 Million
6.33%
% of portfolio
0.41%
Previous 0.51%
Shares
10 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
-
Captrust Financial Advisors Raleigh, NC4.33MShares$300 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$191 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$187 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$145 Million23.99% of portfolio