Cgc Financial Services, LLC Schwab Fundamental U S Large C Transaction History
Cgc Financial Services, LLC
- $249 Billion
- Q3 2024
A detailed history of Cgc Financial Services, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cgc Financial Services, LLC holds 1,073 shares of FNDX stock, worth $26,427. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,073
Previous 1,073
-0.0%
Holding current value
$26,427
Previous $71.9 Million
7.14%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
575Shares Held
190MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.21 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$107 Million0.94% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78.7 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$71.8 Million11.84% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$51.7 Million23.99% of portfolio