Canandaigua National Trust CO Of Florida Schwab Fundamental U S Large C Transaction History
Canandaigua National Trust CO Of Florida
- $128 Billion
- Q4 2024
A detailed history of Canandaigua National Trust CO Of Florida transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Canandaigua National Trust CO Of Florida holds 25,140 shares of FNDX stock, worth $604,114. This represents 0.46% of its overall portfolio holdings.
Number of Shares
25,140
Previous 4,840
419.42%
Holding current value
$604,114
Previous $347 Million
71.4%
% of portfolio
0.46%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
661Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.45 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$359 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$250 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$219 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$144 Million7.37% of portfolio