Prism Advisors, Inc. Schwab Fundamental U S Large C Transaction History
Prism Advisors, Inc.
- $347 Million
- Q3 2024
A detailed history of Prism Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Prism Advisors, Inc. holds 9,871 shares of FNDX stock, worth $237,496. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,871
Previous 178,992
94.49%
Holding current value
$237,496
Previous $12 Million
94.09%
% of portfolio
0.2%
Previous 3.65%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
567Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.14 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$104 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.5 Million23.99% of portfolio