Wetherby Asset Management Inc Schwab Fundamental U S Large C Transaction History
Wetherby Asset Management Inc
- $2.08 Billion
- Q2 2024
A detailed history of Wetherby Asset Management Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wetherby Asset Management Inc holds 10,611 shares of FNDX stock, worth $255,300. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,611
Previous 10,611
-0.0%
Holding current value
$255,300
Previous $715,000
0.7%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding FNDX
# of Institutions
567Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.14 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$104 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.5 Million23.99% of portfolio