Solitude Financial Services Schwab Fundamental U S Large C Transaction History
Solitude Financial Services
- $215 Million
- Q2 2024
A detailed history of Solitude Financial Services transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Solitude Financial Services holds 298,997 shares of FNDX stock, worth $20.7 Million. This represents 9.31% of its overall portfolio holdings.
Number of Shares
298,997
Previous 291,219
2.67%
Holding current value
$20.7 Million
Previous $19.6 Million
2.04%
% of portfolio
9.31%
Previous 9.04%
Shares
9 transactions
Others Institutions Holding FNDX
# of Institutions
561Shares Held
186MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.03 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$300 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$191 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$187 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$145 Million23.99% of portfolio