Westbourne Investments, Inc. Schwab Fundamental U S Large C Transaction History
Westbourne Investments, Inc.
- $166 Billion
- Q1 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 40,350 shares of FNDX stock, worth $999,469. This represents 0.57% of its overall portfolio holdings.
Number of Shares
40,350
Previous 40,856
1.24%
Holding current value
$999,469
Previous $967 Million
1.53%
% of portfolio
0.57%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
693Shares Held
591MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.64 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$385 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$200 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$192 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$184 Million4.69% of portfolio