Sequoia Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History
Sequoia Financial Advisors, LLC
- $8.93 Billion
- Q3 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 39,542 shares of FNDX stock, worth $951,380. This represents 0.03% of its overall portfolio holdings.
Number of Shares
39,542
Previous 30,664
28.95%
Holding current value
$951,380
Previous $2.05 Million
38.19%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding FNDX
# of Institutions
567Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.14 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$104 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.5 Million23.99% of portfolio