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 $133,717. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,469
Previous 5,469
-0.0%
Holding current value
$133,717
Previous $366,000
7.1%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
626Shares Held
516MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
-
Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$110 Million18.01% of portfolio