Wedmont Private Capital Schwab Fundamental U S Large C Transaction History
Wedmont Private Capital
- $1.88 Billion
- Q4 2024
A detailed history of Wedmont Private Capital transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wedmont Private Capital holds 35,572 shares of FNDX stock, worth $869,735. This represents 0.04% of its overall portfolio holdings.
Number of Shares
35,572
Previous 11,857
200.01%
Holding current value
$869,735
Previous $850,000
0.94%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
626Shares Held
516MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
-
Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$110 Million18.01% of portfolio