Crewe Advisors LLC Schwab Fundamental U S Large C Transaction History
Crewe Advisors LLC
- $859 Million
- Q3 2024
A detailed history of Crewe Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Crewe Advisors LLC holds 1,420 shares of FNDX stock, worth $35,074. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,420
Previous 1,420
-0.0%
Holding current value
$35,074
Previous $95,000
6.32%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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
-
Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$79 Million5.31% of portfolio
-
Charles Schwab Trust CO2.71MShares$66.9 Million5.63% of portfolio