Raymond James Trust N.A. Schwab Fundamental U S Large C Transaction History
Raymond James Trust N.A.
- $4.55 Billion
- Q3 2024
A detailed history of Raymond James Trust N.A. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Raymond James Trust N.A. holds 5,469 shares of FNDX stock, worth $129,396. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,469
Previous 5,469
-0.0%
Holding current value
$129,396
Previous $366,000
7.1%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
693Shares Held
590MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.21 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$368 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$191 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$184 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$175 Million4.69% of portfolio