Johnson Bixby & Associates, LLC Schwab Fundamental U S Large C Transaction History
Johnson Bixby & Associates, LLC
- $590 Million
- Q2 2024
A detailed history of Johnson Bixby & Associates, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Johnson Bixby & Associates, LLC holds 35,219 shares of FNDX stock, worth $2.53 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
35,219
Previous 34,250
2.83%
Holding current value
$2.53 Million
Previous $2.31 Million
2.17%
% of portfolio
0.4%
Previous 0.4%
Shares
10 transactions
Others Institutions Holding FNDX
# of Institutions
563Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.34 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$151 Million23.99% of portfolio