Novem Group Schwab Fundamental U S Large C Transaction History
Novem Group
- $794 Billion
- Q2 2025
A detailed history of Novem Group transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Novem Group holds 113,080 shares of FNDX stock, worth $2.95 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
113,080
Previous 106,750
5.93%
Holding current value
$2.95 Million
Previous $2.52 Billion
10.1%
% of portfolio
0.35%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
733Shares Held
621MCall 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, LLC8.27MShares$215 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio