Tradition Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Tradition Wealth Management, LLC
- $988 Million
- Q2 2024
A detailed history of Tradition Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 177,534 shares of FNDX stock, worth $12.7 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
177,534
Previous 271,119
34.52%
Holding current value
$12.7 Million
Previous $18.3 Million
34.92%
% of portfolio
1.2%
Previous 1.91%
Shares
14 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