Builder Investment Group Inc /Adv Schwab Fundamental U S Large C Transaction History
Builder Investment Group Inc /Adv
- $372 Billion
- Q3 2024
A detailed history of Builder Investment Group Inc /Adv transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Builder Investment Group Inc /Adv holds 8,528 shares of FNDX stock, worth $203,733. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,528
Previous 8,496
0.38%
Holding current value
$203,733
Previous $569 Million
7.54%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.12 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.4 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$69.7 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.7 Million0.04% of portfolio