Nalls Sherbakoff Group, LLC Schwab Fundamental U S Large C Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 23,570 shares of FNDX stock, worth $613,998. This represents 1.3% of its overall portfolio holdings.
Number of Shares
23,570
Previous 23,453
0.5%
Holding current value
$613,998
Previous $1.31 Billion
11.22%
% of portfolio
1.3%
Previous 1.28%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
740Shares Held
622MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$229 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$228 Million11.55% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio