Johnson Bixby & Associates, LLC Schwab Fundamental U S Large C Transaction History
Johnson Bixby & Associates, LLC
- $628 Million
- Q3 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 28,458 shares of FNDX stock, worth $684,699. This represents 0.33% of its overall portfolio holdings.
Number of Shares
28,458
Previous 35,219
19.2%
Holding current value
$684,699
Previous $2.36 Million
13.4%
% of portfolio
0.33%
Previous 0.4%
Shares
11 transactions
Others Institutions Holding FNDX
# of Institutions
567Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.14 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$104 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.5 Million23.99% of portfolio