Nations Financial Group Inc, Schwab Fundamental U S Large C Transaction History
Nations Financial Group Inc,
- $1.5 Billion
- Q3 2025
A detailed history of Nations Financial Group Inc, transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nations Financial Group Inc, holds 59,366 shares of FNDX stock, worth $1.58 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
59,366
Previous 59,829
0.77%
Holding current value
$1.58 Million
Previous $1.47 Million
6.34%
% of portfolio
0.1%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding FNDX
# of Institutions
776Shares Held
632MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio