Harbour Investment Management LLC Schwab Fundamental U S Large C Transaction History
Harbour Investment Management LLC
- $214 Million
- Q1 2025
A detailed history of Harbour Investment Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Harbour Investment Management LLC holds 59,391 shares of FNDX stock, worth $1.48 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
59,391
Previous 59,391
-0.0%
Holding current value
$1.48 Million
Previous $1.41 Million
0.28%
% of portfolio
0.65%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
698Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.73 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$388 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$213 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$207 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$196 Million4.55% of portfolio