Stage Harbor Financial, LLC Schwab Fundamental U S Large C Transaction History
Stage Harbor Financial, LLC
- $104 Billion
- Q2 2024
A detailed history of Stage Harbor Financial, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Stage Harbor Financial, LLC holds 61,022 shares of FNDX stock, worth $4.27 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
61,022
Previous 61,716
1.12%
Holding current value
$4.27 Million
Previous $4.16 Billion
1.73%
% of portfolio
3.95%
Previous 3.78%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.12 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$303 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$192 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$189 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$147 Million23.99% of portfolio