Principal Securities, Inc. Schwab Fundamental U S Large C Transaction History
Principal Securities, Inc.
- $3.21 Trillion
- Q1 2024
A detailed history of Principal Securities, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Principal Securities, Inc. holds 68,526 shares of FNDX stock, worth $4.61 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
68,526
Previous 98,334
30.31%
Holding current value
$4.61 Million
Previous $6.09 Billion
24.18%
% of portfolio
0.14%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
517Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.61 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$203 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$179 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$174 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$169 Million0.05% of portfolio