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 $581,943. This represents 1.3% of its overall portfolio holdings.
Number of Shares
23,570
Previous 23,453
0.5%
Holding current value
$581,943
Previous $1.31 Billion
11.22%
% of portfolio
1.3%
Previous 1.28%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
713Shares Held
597MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.61 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$384 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$211 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$204 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$193 Million4.55% of portfolio