Hamilton Point Investment Advisors, LLC Schwab Fundamental U S Large C Transaction History
Hamilton Point Investment Advisors, LLC
- $597 Million
- Q2 2025
A detailed history of Hamilton Point Investment Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 348 shares of FNDX stock, worth $8,752. This represents 0.0% of its overall portfolio holdings.
Number of Shares
348
Previous 348
-0.0%
Holding current value
$8,752
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
697Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.79 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$391 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$215 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$208 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$195 Million0.05% of portfolio