Mid Atlantic Capital Management, Inc. Schwab Fundamental U S Large C Transaction History
Mid Atlantic Capital Management, Inc.
- $127 Billion
- Q1 2025
A detailed history of Mid Atlantic Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Mid Atlantic Capital Management, Inc. holds 51,724 shares of FNDX stock, worth $1.18 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
51,724
Previous 54,863
5.72%
Holding current value
$1.18 Million
Previous $1.3 Billion
6.0%
% of portfolio
0.96%
Previous 0.95%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
675Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.97 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$341 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$237 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$208 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$138 Million7.44% of portfolio