Morgan Stanley Schwab Fundamental U S Large C Transaction History
Morgan Stanley
- $1.27 Trillion
- Q2 2024
A detailed history of Morgan Stanley transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Morgan Stanley holds 1,202,571 shares of FNDX stock, worth $28.9 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,202,571
Previous 1,172,935
2.53%
Holding current value
$28.9 Million
Previous $79 Million
1.9%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding FNDX
# of Institutions
567Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.14 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$104 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.5 Million23.99% of portfolio