Westbourne Investments, Inc. Schwab Fundamental U S Large C Transaction History
Westbourne Investments, Inc.
- $188 Billion
- Q2 2025
A detailed history of Westbourne Investments, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Westbourne Investments, Inc. holds 38,886 shares of FNDX stock, worth $1.02 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
38,886
Previous 40,350
3.63%
Holding current value
$1.02 Million
Previous $953 Million
0.17%
% of portfolio
0.51%
Previous 0.57%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
732Shares Held
620MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.6 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$428 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$231 Million32.39% of portfolio
-
Mc Adam, LLC8.27MShares$217 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$213 Million0.05% of portfolio