Madison Wealth Management Schwab Fundamental U S Large C Transaction History
Madison Wealth Management
- $449 Million
- Q3 2023
A detailed history of Madison Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Madison Wealth Management holds 93,513 shares of FNDX stock, worth $6.7 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
93,513
Previous 86,087
8.63%
Holding current value
$6.7 Million
Previous $4.96 Million
5.59%
% of portfolio
1.16%
Previous 1.06%
Shares
16 transactions
Others Institutions Holding FNDX
# of Institutions
564Shares 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
-
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