Sonora Investment Management Group, LLC Schwab Fundamental U S Large C Transaction History
Sonora Investment Management Group, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Sonora Investment Management Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sonora Investment Management Group, LLC holds 7,216 shares of FNDX stock, worth $516,232. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,216
Previous 7,216
-0.0%
Holding current value
$516,232
Previous $486,000
0.62%
% of portfolio
0.04%
Previous 0.04%
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
-
Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$150 Million23.99% of portfolio