Wade G W & Inc Schwab Fundamental U S Large C Transaction History
Wade G W & Inc
- $3.08 Billion
- Q4 2023
A detailed history of Wade G W & Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wade G W & Inc holds 102,617 shares of FNDX stock, worth $2.43 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
102,617
Previous 95,167
7.83%
Holding current value
$2.43 Million
Previous $5.33 Million
19.32%
% of portfolio
0.21%
Previous 0.2%
Shares
12 transactions
Others Institutions Holding FNDX
# of Institutions
690Shares Held
590MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.22 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$368 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$191 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$184 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$176 Million4.69% of portfolio