W.G. Shaheen & Associates Dba Whitney & CO Schwab Fundamental U S Large C Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	N/A	-1,420 Closed	0 $0
Q1 2018 May 11, 2018	BUY	N/A	1,420 New	1,420 $52,000

Others Institutions Holding FNDX

# of Institutions

567

Shares Held

187M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

130M
Shares

$3.14 Billion
1.68% of portfolio
Captrust Financial Advisors Raleigh, NC

4.33M
Shares

$104 Million
0.94% of portfolio
Mc Adam, LLC

2.92M
Shares

$70.2 Million
11.84% of portfolio
Signature Estate & Investment Advisors LLC

2.69M
Shares

$64.8 Million
4.53% of portfolio
Northwest Bancshares, Inc. Warren, PA

2.1M
Shares

$50.5 Million
23.99% of portfolio

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