Signature Estate & Investment Advisors LLC Schwab Fundamental U S Large C Transaction History
Signature Estate & Investment Advisors LLC
- $3.98 Billion
- Q2 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 2,694,681 shares of FNDX stock, worth $193 Million. This represents 4.53% of its overall portfolio holdings.
Number of Shares
2,694,681
Previous 2,660,933
1.27%
Holding current value
$193 Million
Previous $179 Million
0.65%
% of portfolio
4.53%
Previous 5.07%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.32 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$150 Million23.99% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.08MShares$149 Million0.04% of portfolio