Oxford Financial Group LTD Schwab Fundamental U S Large C Transaction History
Oxford Financial Group LTD
- $1.54 Billion
- Q4 2024
A detailed history of Oxford Financial Group LTD transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Oxford Financial Group LTD holds 1,128,320 shares of FNDX stock, worth $27.1 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
1,128,320
Previous 387,365
191.28%
Holding current value
$27.1 Million
Previous $27.8 Million
3.88%
% of portfolio
1.74%
Previous 1.76%
Shares
30 transactions
Others Institutions Holding FNDX
# of Institutions
661Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.45 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$359 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$250 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$219 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$144 Million7.37% of portfolio