Moller Financial Services Schwab Fundamental U S Large C Transaction History
Moller Financial Services
- $375 Million
- Q2 2024
A detailed history of Moller Financial Services transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Moller Financial Services holds 264,523 shares of FNDX stock, worth $18.3 Million. This represents 4.73% of its overall portfolio holdings.
Number of Shares
264,523
Previous 264,567
0.02%
Holding current value
$18.3 Million
Previous $17.8 Million
0.63%
% of portfolio
4.73%
Previous 4.83%
Shares
22 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
-
Mc Adam, LLC2.75MShares$191 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$187 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$145 Million23.99% of portfolio