Wiley Bros. Aintree Capital, LLC Schwab Fundamental U S Large C Transaction History
Wiley Bros. Aintree Capital, LLC
- $9.13 Billion
- Q1 2025
A detailed history of Wiley Bros. Aintree Capital, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wiley Bros. Aintree Capital, LLC holds 148,084 shares of FNDX stock, worth $3.51 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
148,084
Previous 130,778
13.23%
Holding current value
$3.51 Million
Previous $3.1 Million
12.92%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
691Shares Held
590MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.22 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$368 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$191 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$184 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$176 Million4.69% of portfolio