Oxford Financial Group LTD Schwab Fundamental U S Large C Transaction History
Oxford Financial Group LTD
- $1.51 Billion
- Q2 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 403,712 shares of FNDX stock, worth $28.9 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
403,712
Previous 409,085
1.31%
Holding current value
$28.9 Million
Previous $27.6 Million
1.92%
% of portfolio
1.79%
Previous 1.92%
Shares
28 transactions
Others Institutions Holding FNDX
# of Institutions
564Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.34 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$151 Million23.99% of portfolio