Alpha Omega Wealth Management LLC Schwab Fundamental U S Large C Transaction History
Alpha Omega Wealth Management LLC
- $542 Million
- Q3 2024
A detailed history of Alpha Omega Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 11,996 shares of FNDX stock, worth $286,584. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,996
Previous 10,591
13.27%
Holding current value
$286,584
Previous $709,000
21.3%
% of portfolio
0.16%
Previous 0.14%
Shares
16 transactions
Others Institutions Holding FNDX
# of Institutions
572Shares Held
188MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.11 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$103 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$69.7 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.4 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.2 Million23.99% of portfolio