Hamilton Point Investment Advisors, LLC Schwab Fundamental U S Large C Transaction History
Hamilton Point Investment Advisors, LLC
- $518 Million
- Q2 2024
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 116 shares of FNDX stock, worth $8,270. This represents 0.0% of its overall portfolio holdings.
Number of Shares
116
Previous 116
-0.0%
Holding current value
$8,270
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
563Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.29 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$309 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$196 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$192 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$150 Million23.99% of portfolio