Verum Partners LLC Schwab Fundamental U S Large C Transaction History
Verum Partners LLC
- $310 Billion
- Q2 2024
A detailed history of Verum Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Verum Partners LLC holds 120,792 shares of FNDX stock, worth $8.37 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
120,792
Previous 146,298
17.43%
Holding current value
$8.37 Million
Previous $9.86 Billion
17.94%
% of portfolio
2.61%
Previous 3.5%
Shares
7 transactions
Others Institutions Holding FNDX
# of Institutions
559Shares Held
186MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.03 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$300 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$191 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$187 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$146 Million23.99% of portfolio