Solitude Financial Services Schwab Fundamental U S Large C Transaction History
Solitude Financial Services
- $234 Million
- Q3 2024
A detailed history of Solitude Financial Services transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Solitude Financial Services holds 301,322 shares of FNDX stock, worth $7.23 Million. This represents 9.23% of its overall portfolio holdings.
Number of Shares
301,322
Previous 298,997
0.78%
Holding current value
$7.23 Million
Previous $20 Million
7.97%
% of portfolio
9.23%
Previous 9.31%
Shares
10 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.14 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.7 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56 Million0.04% of portfolio