Grimes & Company, Inc. Schwab Fundamental U S Large C Transaction History
Grimes & Company, Inc.
- $3.66 Billion
- Q3 2024
A detailed history of Grimes & Company, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Grimes & Company, Inc. holds 2,953 shares of FNDX stock, worth $69,897. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,953
Previous 3,459
14.63%
Holding current value
$69,897
Previous $231,000
8.66%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
571Shares Held
189MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.08 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$102 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$69 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$63.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$49.7 Million23.99% of portfolio