Wade G W & Inc Schwab Fundamental U S Large C Transaction History
Wade G W & Inc
- $3.08 Billion
- Q4 2023
A detailed history of Wade G W & Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wade G W & Inc holds 102,617 shares of FNDX stock, worth $2.47 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
102,617
Previous 95,167
7.83%
Holding current value
$2.47 Million
Previous $5.33 Million
19.32%
% of portfolio
0.21%
Previous 0.2%
Shares
12 transactions
Others Institutions Holding FNDX
# of Institutions
660Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.46 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$359 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$250 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$219 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$144 Million7.37% of portfolio