Catalyst Financial Partners LLC Schwab Fundamental U S Large C Transaction History
Catalyst Financial Partners LLC
- $511 Billion
- Q3 2024
A detailed history of Catalyst Financial Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Catalyst Financial Partners LLC holds 2,998 shares of FNDX stock, worth $71,202. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,998
Previous 2,998
-0.0%
Holding current value
$71,202
Previous $201 Million
7.14%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.1 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$110 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$75.9 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$69.3 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.4 Million0.04% of portfolio