Nations Financial Group Inc, Schwab Fundamental U S Large C Transaction History
Nations Financial Group Inc,
- $1.25 Billion
- Q1 2025
A detailed history of Nations Financial Group Inc, transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nations Financial Group Inc, holds 60,717 shares of FNDX stock, worth $1.51 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
60,717
Previous 49,809
21.9%
Holding current value
$1.51 Million
Previous $1.18 Million
21.54%
% of portfolio
0.12%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding FNDX
# of Institutions
698Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.69 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$386 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$212 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$195 Million4.55% of portfolio