Joel Isaacson & Co., LLC Schwab Fundamental U S Large C Transaction History
Joel Isaacson & Co., LLC
- $2.39 Billion
- Q2 2025
A detailed history of Joel Isaacson & Co., LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 23,295 shares of FNDX stock, worth $582,375. This represents 0.02% of its overall portfolio holdings.
Number of Shares
23,295Holding current value
$582,375% of portfolio
0.02%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
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Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$213 Million27.32% of portfolio
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Mc Adam, LLC8.27MShares$207 Million11.31% of portfolio
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Signature Estate & Investment Advisors LLC7.82MShares$196 Million4.55% of portfolio