Novem Group Schwab Fundamental U S Large C Transaction History
Novem Group
- $713 Billion
- Q1 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 106,750 shares of FNDX stock, worth $2.44 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
106,750
Previous 164,440
35.08%
Holding current value
$2.44 Million
Previous $3.89 Billion
35.27%
% of portfolio
0.35%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
681Shares Held
580MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.97 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$341 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$237 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$208 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$138 Million7.44% of portfolio