J.W. Cole Advisors, Inc. Schwab Fundamental U S Large C Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 5,348 shares of FNDX stock, worth $381,312. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,348
Previous 3,428
56.01%
Holding current value
$381,312
Previous $231,000
54.98%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares 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