Washington Trust Advisors, Inc. Schwab Fundamental U S Large C Transaction History
Washington Trust Advisors, Inc.
- $1.09 Billion
- Q1 2025
A detailed history of Washington Trust Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Washington Trust Advisors, Inc. holds 782,907 shares of FNDX stock, worth $17.7 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
782,907
Previous 784,183
0.16%
Holding current value
$17.7 Million
Previous $18.6 Million
0.46%
% of portfolio
1.7%
Previous 1.61%
Shares
14 transactions
Others Institutions Holding FNDX
# of Institutions
679Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.89 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$338 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$235 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$206 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$137 Million7.44% of portfolio