Boston Financial Mangement LLC Schwab Fundamental U S Large C Transaction History
Boston Financial Mangement LLC
- $3.23 Billion
- Q3 2024
A detailed history of Boston Financial Mangement LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Boston Financial Mangement LLC holds 20,348 shares of FNDX stock, worth $502,595. This represents 0.05% of its overall portfolio holdings.
Number of Shares
20,348
Previous 20,121
1.13%
Holding current value
$502,595
Previous $1.35 Million
8.39%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
599Shares Held
211MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.23 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$79 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$72 Million11.84% of portfolio
-
Charles Schwab Trust CO2.71MShares$66.9 Million5.63% of portfolio