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 $2.46 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
102,617
Previous 95,167
7.83%
Holding current value
$2.46 Million
Previous $5.33 Million
19.32%
% of portfolio
0.21%
Previous 0.2%
Shares
12 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.14 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.7 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56 Million0.04% of portfolio