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 $73,322. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,953
Previous 3,459
14.63%
Holding current value
$73,322
Previous $231,000
8.66%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
593Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.24 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$79.4 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$72.4 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$57.9 Million0.04% of portfolio