Stone Point Wealth LLC Schwab Fundamental U S Large C Transaction History
Stone Point Wealth LLC
- $275 Million
- Q2 2024
A detailed history of Stone Point Wealth LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Stone Point Wealth LLC holds 3,755 shares of FNDX stock, worth $267,731. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,755
Previous 3,755
-0.0%
Holding current value
$267,731
Previous $253,000
0.79%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
563Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.29 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$309 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$196 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$192 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$150 Million23.99% of portfolio