Dhjj Financial Advisors, Ltd. Schwab Fundamental U S Large C Transaction History
Dhjj Financial Advisors, Ltd.
- $226 Million
- Q3 2024
A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 3,824 shares of FNDX stock, worth $91,814. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,824
Previous 3,806
0.47%
Holding current value
$91,814
Previous $254,000
7.87%
% of portfolio
0.12%
Previous 0.12%
Shares
14 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.14 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.7 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56 Million0.04% of portfolio