Nalls Sherbakoff Group, LLC Schwab Fundamental U S Large C Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 23,570 shares of FNDX stock, worth $563,087. This represents 1.3% of its overall portfolio holdings.
Number of Shares
23,570
Previous 23,453
0.5%
Holding current value
$563,087
Previous $1.31 Billion
11.22%
% of portfolio
1.3%
Previous 1.28%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
570Shares Held
188MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.11 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$103 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$69.7 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.4 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.2 Million23.99% of portfolio