Embree Financial Group Schwab Fundamental U S Large C Transaction History
Embree Financial Group
- $561 Billion
- Q3 2024
A detailed history of Embree Financial Group transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Embree Financial Group holds 6,058 shares of FNDX stock, worth $146,482. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,058
Previous 6,250
3.07%
Holding current value
$146,482
Previous $419 Million
3.85%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
598Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.16 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$112 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$77.3 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70.5 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56.4 Million0.04% of portfolio