Nabity Jensen Investment Management Inc Schwab Fundamental U S Large C Transaction History
Nabity Jensen Investment Management Inc
- $136 Billion
- Q2 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 35,507 shares of FNDX stock, worth $941,645. This represents 0.64% of its overall portfolio holdings.
Number of Shares
35,507
Previous 35,507
-0.0%
Holding current value
$941,645
Previous $838 Million
3.94%
% of portfolio
0.64%
Previous 0.67%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
725Shares Held
619MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.7 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$432 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$226 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$219 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$215 Million0.05% of portfolio