Roof Eidam & Maycock Schwab Fundamental U S Large C Transaction History
Roof Eidam & Maycock
- $382 Million
- Q4 2024
A detailed history of Roof Eidam & Maycock transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Roof Eidam & Maycock holds 166,511 shares of FNDX stock, worth $3.9 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
166,511
Previous 56,446
194.99%
Holding current value
$3.9 Million
Previous $4.05 Million
2.67%
% of portfolio
1.03%
Previous 1.04%
Shares
10 transactions
Others Institutions Holding FNDX
# of Institutions
662Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.22 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$350 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$244 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$214 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$140 Million7.37% of portfolio