M&R Capital Management Inc Schwab Fundamental U S Large C Transaction History
M&R Capital Management Inc
- $445 Million
- Q3 2024
A detailed history of M&R Capital Management Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, M&R Capital Management Inc holds 279 shares of FNDX stock, worth $7,267. This represents 0.0% of its overall portfolio holdings.
Number of Shares
279
Previous 276
1.09%
Holding current value
$7,267
Previous $18,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
740Shares Held
621MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$229 Million32.39% of portfolio
-
Mc Adam, LLC8.27MShares$215 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio