Joel Isaacson & Co., LLC Schwab Fundamental U S Large C Transaction History
Joel Isaacson & Co., LLC
- $2.07 Billion
- Q3 2024
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 2,798 shares of FNDX stock, worth $70,005. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,798Holding current value
$70,005% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
596Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.27 Billion1.82% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$116 Million1.01% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$80 Million5.31% of portfolio
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Mc Adam, LLC2.92MShares$73 Million11.84% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.33MShares$58.4 Million0.04% of portfolio