Nabity Jensen Investment Management Inc Schwab Fundamental U S Large C Transaction History
Nabity Jensen Investment Management Inc
- $144 Billion
- Q3 2025
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 36,025 shares of FNDX stock, worth $957,184. This represents 0.66% of its overall portfolio holdings.
Number of Shares
36,025
Previous 35,507
1.46%
Holding current value
$957,184
Previous $871 Million
8.74%
% of portfolio
0.66%
Previous 0.64%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
770Shares 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