Roger Wittlin Investment Advisory, LLC Schwab Fundamental U S Large C Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 4,400 shares of FNDX stock, worth $315,480. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,400Holding current value
$315,480% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.34 Billion1.68% of portfolio
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Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
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Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
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Northwest Bancshares, Inc. Warren, PA2.1MShares$151 Million23.99% of portfolio