Alhambra Investment Partners LLC Schwab Fundamental U S Large C Transaction History
Alhambra Investment Partners LLC
- $179 Million
- Q2 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 71,443 shares of FNDX stock, worth $4.85 Million. This represents 2.68% of its overall portfolio holdings.
Number of Shares
71,443
Previous 22,881
212.24%
Holding current value
$4.85 Million
Previous $1.54 Million
210.51%
% of portfolio
2.68%
Previous 0.86%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
530Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.69 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$205 Million0.68% of portfolio
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Mc Adam, LLC2.75MShares$187 Million11.18% of portfolio
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Signature Estate & Investment Advisors LLC2.66MShares$181 Million5.07% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.51MShares$170 Million0.05% of portfolio