Richards, Merrill & Peterson, Inc. Schwab Fundamental U S Large C Transaction History
Richards, Merrill & Peterson, Inc.
- $191 Billion
- Q4 2024
A detailed history of Richards, Merrill & Peterson, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Richards, Merrill & Peterson, Inc. holds 1,281 shares of FNDX stock, worth $31,781. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,281Holding current value
$31,781% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
656Shares Held
577MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.75 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$371 Million1.03% of portfolio
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Signature Estate & Investment Advisors LLC10.4MShares$258 Million6.25% of portfolio
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Mc Adam, LLC9.11MShares$226 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$148 Million7.37% of portfolio