Jones Financial Companies Lllp Schwab Fundamental U S Large C Transaction History
Jones Financial Companies Lllp
- $105 Billion
- Q4 2024
A detailed history of Jones Financial Companies Lllp transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Jones Financial Companies Lllp holds 186,125 shares of FNDX stock, worth $4.59 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
186,125
Previous 27,734
571.11%
Holding current value
$4.59 Million
Previous $1.99 Million
121.46%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
621Shares Held
511MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.7 Billion1.77% of portfolio
-
Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$148 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$111 Million18.01% of portfolio