Arlington Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History
Arlington Financial Advisors, LLC
- $369 Million
- Q2 2024
A detailed history of Arlington Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Arlington Financial Advisors, LLC holds 131,452 shares of FNDX stock, worth $3.14 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
131,452
Previous 135,657
3.1%
Holding current value
$3.14 Million
Previous $9.14 Million
3.69%
% of portfolio
2.39%
Previous 2.47%
Shares
27 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