Woodmont Investment Counsel LLC Schwab Fundamental U S Large C Transaction History
Woodmont Investment Counsel LLC
- $1.34 Billion
- Q4 2024
A detailed history of Woodmont Investment Counsel LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Woodmont Investment Counsel LLC holds 9,267 shares of FNDX stock, worth $217,311. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,267Holding current value
$217,311% of portfolio
0.02%Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
662Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.22 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$350 Million1.03% of portfolio
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Signature Estate & Investment Advisors LLC10.4MShares$244 Million6.25% of portfolio
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Mc Adam, LLC9.11MShares$214 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$140 Million7.37% of portfolio