Newbridge Financial Services Group, Inc. Schwab Fundamental U S Large C Transaction History
Newbridge Financial Services Group, Inc.
- $633 Million
- Q4 2025
A detailed history of Newbridge Financial Services Group, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 2,100 shares of FNDX stock, worth $55,797. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,100
Previous 2,100
-0.0%
Holding current value
$55,797
Previous $55,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
782Shares Held
634MCall 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