Wedmont Private Capital Schwab Fundamental U S Large C Transaction History
Wedmont Private Capital
- $1.88 Billion
- Q4 2024
A detailed history of Wedmont Private Capital transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wedmont Private Capital holds 35,572 shares of FNDX stock, worth $877,916. This represents 0.04% of its overall portfolio holdings.
Number of Shares
35,572
Previous 11,857
200.01%
Holding current value
$877,916
Previous $850,000
0.94%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
601Shares Held
220MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78.9 Million5.31% of portfolio
-
Charles Schwab Trust CO2.71MShares$66.8 Million5.63% of portfolio