Mogy Joel R Investment Counsel Inc Schwab Fundamental U S Large C Transaction History
Mogy Joel R Investment Counsel Inc
- $1.81 Billion
- Q3 2025
A detailed history of Mogy Joel R Investment Counsel Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 2,221 shares of FNDX stock, worth $59,011. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,221
Previous 2,386
6.92%
Holding current value
$59,011
Previous $58,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
771Shares Held
631MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio