Wiley Bros. Aintree Capital, LLC Schwab Fundamental U S Large C Transaction History
Wiley Bros. Aintree Capital, LLC
- $5.07 Billion
- Q3 2024
A detailed history of Wiley Bros. Aintree Capital, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wiley Bros. Aintree Capital, LLC holds 33,690 shares of FNDX stock, worth $823,720. This represents 0.05% of its overall portfolio holdings.
Number of Shares
33,690
Previous 16,423
105.14%
Holding current value
$823,720
Previous $1.1 Million
119.73%
% of portfolio
0.05%
Previous 0.05%
Shares
2 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
-
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