Stage Harbor Financial, LLC Schwab Fundamental U S Large C Transaction History
Stage Harbor Financial, LLC
- $110 Billion
- Q3 2024
A detailed history of Stage Harbor Financial, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Stage Harbor Financial, LLC holds 180,904 shares of FNDX stock, worth $4.28 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
180,904
Previous 61,022
196.46%
Holding current value
$4.28 Million
Previous $4.09 Billion
6.49%
% of portfolio
3.96%
Previous 3.95%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.09 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$110 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$75.7 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$69.1 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.2 Million0.04% of portfolio