Sage Financial Group Inc Schwab Fundamental U S Large C Transaction History
Sage Financial Group Inc
- $1.24 Billion
- Q4 2024
A detailed history of Sage Financial Group Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sage Financial Group Inc holds 36,675 shares of FNDX stock, worth $896,703. This represents 0.07% of its overall portfolio holdings.
Number of Shares
36,675
Previous 12,326
197.54%
Holding current value
$896,703
Previous $884,000
1.81%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
626Shares Held
516MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
-
Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$110 Million18.01% of portfolio