Wiley Bros. Aintree Capital, LLC Schwab Fundamental U S Large C Transaction History
Wiley Bros. Aintree Capital, LLC
- $12.5 Billion
- Q2 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 159,276 shares of FNDX stock, worth $4.15 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
159,276
Previous 148,084
7.56%
Holding current value
$4.15 Million
Previous $3.5 Million
11.78%
% of portfolio
0.03%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
740Shares Held
623MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$229 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$228 Million11.55% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio