Newbridge Financial Services Group, Inc. Schwab Fundamental U S Large C Transaction History
Newbridge Financial Services Group, Inc.
- $372 Million
- Q4 2024
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 $51,345. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,100Holding current value
$51,345% of portfolio
0.01%Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
628Shares Held
519MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
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Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
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Glassman Wealth Services4.51MShares$110 Million18.01% of portfolio