Laurel Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History
Laurel Wealth Advisors, Inc.
- $1.01 Billion
- Q4 2022
A detailed history of Laurel Wealth Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 6,564 shares of FNDX stock, worth $469,588. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,564
Previous 6,536
0.43%
Holding current value
$469,588
Previous $312,000
12.5%
% of portfolio
0.03%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.32 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$150 Million23.99% of portfolio