Alhambra Investment Partners LLC Schwab Fundamental U S Large C Transaction History
Alhambra Investment Partners LLC
- $192 Million
- Q4 2024
A detailed history of Alhambra Investment Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Alhambra Investment Partners LLC holds 313,653 shares of FNDX stock, worth $7.72 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
313,653
Previous 83,229
276.86%
Holding current value
$7.72 Million
Previous $5.97 Million
24.36%
% of portfolio
3.86%
Previous 3.16%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
610Shares Held
240MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.21 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$111 Million18.01% of portfolio