World Equity Group, Inc. Schwab Fundamental U S Large C Transaction History
World Equity Group, Inc.
- $277 Billion
- Q3 2024
A detailed history of World Equity Group, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, World Equity Group, Inc. holds 12,876 shares of FNDX stock, worth $307,607. This represents 0.33% of its overall portfolio holdings.
Number of Shares
12,876
Previous 23,418
45.02%
Holding current value
$307,607
Previous $1.57 Billion
41.09%
% of portfolio
0.33%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
570Shares Held
188MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.11 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$103 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$69.7 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.4 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.2 Million23.99% of portfolio