Apella Capital, LLC Schwab Fundamental U S Large C Transaction History
Apella Capital, LLC
- $2.18 Billion
- Q2 2024
A detailed history of Apella Capital, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Apella Capital, LLC holds 12,352 shares of FNDX stock, worth $855,746. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,352
Previous 8,441
46.33%
Holding current value
$855,746
Previous $568,000
45.6%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
561Shares 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$145 Million23.99% of portfolio