Nalls Sherbakoff Group, LLC Schwab Fundamental U S Large C Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 23,570 shares of FNDX stock, worth $626,254. This represents 1.3% of its overall portfolio holdings.
Number of Shares
23,570
Previous 23,453
0.5%
Holding current value
$626,254
Previous $1.31 Billion
11.22%
% of portfolio
1.3%
Previous 1.28%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
778Shares Held
632MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio