Mogy Joel R Investment Counsel Inc Schwab Fundamental U S Large C Transaction History
Mogy Joel R Investment Counsel Inc
- $1.72 Billion
- Q2 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 2,386 shares of FNDX stock, worth $60,007. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,386Holding current value
$60,007% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
696Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.79 Billion1.76% of portfolio
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Captrust Financial Advisors Raleigh, NC15.5MShares$391 Million0.94% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$215 Million27.32% of portfolio
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Mc Adam, LLC8.27MShares$208 Million11.31% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.76MShares$195 Million0.05% of portfolio