Mc Adam, LLC Schwab Fundamental U S Large C Transaction History
Mc Adam, LLC
- $1.65 Billion
- Q2 2024
A detailed history of Mc Adam, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Mc Adam, LLC holds 2,750,884 shares of FNDX stock, worth $191 Million. This represents 11.18% of its overall portfolio holdings.
Number of Shares
2,750,884
Previous 2,584,983
6.42%
Holding current value
$191 Million
Previous $174 Million
5.77%
% of portfolio
11.18%
Previous 11.27%
Shares
28 transactions
Others Institutions Holding FNDX
# of Institutions
561Shares Held
186MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.03 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$300 Million0.94% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$187 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$145 Million23.99% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.08MShares$144 Million0.04% of portfolio