Coston, Mc Isaac & Partners Schwab Fundamental U S Large C Transaction History
Coston, Mc Isaac & Partners
- $281 Million
- Q4 2024
A detailed history of Coston, Mc Isaac & Partners transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 537 shares of FNDX stock, worth $13,263. This represents 0.0% of its overall portfolio holdings.
Number of Shares
537
Previous 179
200.0%
Holding current value
$13,263
Previous $12,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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