Western Pacific Wealth Management, LP Schwab Fundamental U S Large C Transaction History
Western Pacific Wealth Management, LP
- $132 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
563Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.29 Billion1.68% of portfolio
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Captrust Financial Advisors Raleigh, NC4.33MShares$309 Million0.94% of portfolio
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Mc Adam, LLC2.75MShares$196 Million11.18% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$192 Million4.53% of portfolio
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Northwest Bancshares, Inc. Warren, PA2.1MShares$150 Million23.99% of portfolio