Glass Jacobson Investment Advisors LLC Schwab Fundamental U S Large C Transaction History
Glass Jacobson Investment Advisors LLC
- $266 Billion
- Q1 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 1,754 shares of FNDX stock, worth $118,202. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,754
Previous 1,508
16.31%
Holding current value
$118,202
Previous $93.4 Million
26.57%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
517Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.62 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$203 Million0.68% of portfolio
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Signature Estate & Investment Advisors LLC2.66MShares$179 Million5.07% of portfolio
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Mc Adam, LLC2.58MShares$174 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$169 Million0.05% of portfolio