Stage Harbor Financial, LLC Schwab Fundamental U S Large C Transaction History
Stage Harbor Financial, LLC
- $110 Billion
- Q3 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 180,904 shares of FNDX stock, worth $4.35 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
180,904
Previous 61,022
196.46%
Holding current value
$4.35 Million
Previous $4.09 Billion
6.49%
% of portfolio
3.96%
Previous 3.95%
Shares
4 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