Rfg Bristol Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History
Rfg Bristol Wealth Advisors, LLC
- $305 Billion
- Q4 2024
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 100,370 shares of FNDX stock, worth $2.47 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
100,370Holding current value
$2.47 Million% of portfolio
0.78%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
639Shares Held
537MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.66 Billion1.77% of portfolio
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Signature Estate & Investment Advisors LLC10.4MShares$255 Million6.25% of portfolio
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Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio
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Northwest Bancshares, Inc. Warren, PA5.91MShares$145 Million26.0% of portfolio