Mid Atlantic Capital Management, Inc. Schwab Fundamental U S Large C Transaction History
Mid Atlantic Capital Management, Inc.
- $137 Billion
- Q4 2024
A detailed history of Mid Atlantic Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Mid Atlantic Capital Management, Inc. holds 54,863 shares of FNDX stock, worth $1.35 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
54,863
Previous 16,617
230.16%
Holding current value
$1.35 Million
Previous $1.19 Billion
8.95%
% of portfolio
0.95%
Previous 0.87%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
607Shares Held
232MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78.7 Million5.31% of portfolio