Koesten, Hirschmann & Crabtree, Inc. Schwab Fundamental U S Large C Transaction History
Koesten, Hirschmann & Crabtree, Inc.
- $156 Billion
- Q1 2024
A detailed history of Koesten, Hirschmann & Crabtree, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Koesten, Hirschmann & Crabtree, Inc. holds 581,748 shares of FNDX stock, worth $39 Million. This represents 25.17% of its overall portfolio holdings.
Number of Shares
581,748
Previous 595,641
2.33%
Holding current value
$39 Million
Previous $36.9 Billion
6.26%
% of portfolio
25.17%
Previous 25.63%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
516Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.57 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$202 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$178 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$173 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$168 Million0.05% of portfolio