Stifel Financial Corp Schwab Fundamental U S Large C Transaction History
Stifel Financial Corp
- $93.2 Billion
- Q3 2024
A detailed history of Stifel Financial Corp transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Stifel Financial Corp holds 10,269 shares of FNDX stock, worth $253,438. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,269
Previous 7,435
38.12%
Holding current value
$253,438
Previous $497,000
48.09%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
601Shares Held
220MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78.9 Million5.31% of portfolio
-
Charles Schwab Trust CO2.71MShares$66.8 Million5.63% of portfolio