Pacific Wealth Strategies Group, Inc. Schwab Fundamental U S Large C Transaction History
Pacific Wealth Strategies Group, Inc.
- $121 Million
- Q2 2024
A detailed history of Pacific Wealth Strategies Group, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Pacific Wealth Strategies Group, Inc. holds 80,673 shares of FNDX stock, worth $5.78 Million. This represents 4.48% of its overall portfolio holdings.
Number of Shares
80,673
Previous 78,685
2.53%
Holding current value
$5.78 Million
Previous $5.3 Million
1.9%
% of portfolio
4.48%
Previous 4.44%
Shares
17 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