Francis Financial, Inc. Schwab Fundamental U S Large C Transaction History
Francis Financial, Inc.
- $344 Million
- Q3 2024
A detailed history of Francis Financial, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Francis Financial, Inc. holds 8,183 shares of FNDX stock, worth $192,136. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,183
Previous 8,183
-0.0%
Holding current value
$192,136
Previous $548,000
7.12%
% of portfolio
0.17%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
195MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.07 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$109 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$75.1 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$68.5 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$54.8 Million0.04% of portfolio