Resonant Capital Advisors, LLC Schwab Fundamental U S Large C Transaction History
Resonant Capital Advisors, LLC
- $1.22 Billion
- Q2 2024
A detailed history of Resonant Capital Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 389,476 shares of FNDX stock, worth $27.9 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
389,476
Previous 375,657
3.68%
Holding current value
$27.9 Million
Previous $25.3 Million
3.05%
% of portfolio
2.14%
Previous 2.17%
Shares
19 transactions
Others Institutions Holding FNDX
# of Institutions
564Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.34 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$151 Million23.99% of portfolio