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 $130,052. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,469
Previous 5,469
-0.0%
Holding current value
$130,052
Previous $366,000
7.1%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
194MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.11 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$110 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$69.4 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.5 Million0.04% of portfolio