Whitener Capital Management, Inc. Schwab Fundamental U S Large C Transaction History
Whitener Capital Management, Inc.
- $328 Million
- Q2 2024
A detailed history of Whitener Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Whitener Capital Management, Inc. holds 33,727 shares of FNDX stock, worth $2.41 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
33,727
Previous 33,289
1.32%
Holding current value
$2.41 Million
Previous $2.24 Million
0.71%
% of portfolio
0.69%
Previous 0.74%
Shares
28 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.32 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$150 Million23.99% of portfolio