Lee Financial CO Schwab Fundamental U S Large C Transaction History
Lee Financial CO
- $611 Million
- Q2 2024
A detailed history of Lee Financial CO transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lee Financial CO holds 836,020 shares of FNDX stock, worth $59.9 Million. This represents 9.17% of its overall portfolio holdings.
Number of Shares
836,020
Previous 809,131
3.32%
Holding current value
$59.9 Million
Previous $54.5 Million
2.69%
% of portfolio
9.17%
Previous 9.14%
Shares
15 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
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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