Caitlin John, LLC Schwab Fundamental U S Large C Transaction History
Caitlin John, LLC
- $151 Billion
- Q4 2024
A detailed history of Caitlin John, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Caitlin John, LLC holds 5,961 shares of FNDX stock, worth $137,281. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,961
Previous 5,961
-0.0%
Holding current value
$137,281
Previous $147 Million
4.01%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
662Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.05 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$344 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$239 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$210 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$138 Million7.37% of portfolio