Nabity Jensen Investment Management Inc Schwab Fundamental U S Large C Transaction History
Nabity Jensen Investment Management Inc
- $132 Billion
- Q4 2024
A detailed history of Nabity Jensen Investment Management Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nabity Jensen Investment Management Inc holds 33,118 shares of FNDX stock, worth $828,281. This represents 0.59% of its overall portfolio holdings.
Number of Shares
33,118
Previous 8,846
274.38%
Holding current value
$828,281
Previous $635 Million
23.54%
% of portfolio
0.59%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
656Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.83 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$374 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$260 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$228 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$150 Million7.37% of portfolio