Marshall & Sullivan Inc Schwab Fundamental U S Large C Transaction History
Marshall & Sullivan Inc
- $192 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
532Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.68 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$205 Million0.68% of portfolio
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Mc Adam, LLC2.75MShares$187 Million11.18% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$183 Million4.53% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.51MShares$170 Million0.05% of portfolio