Apella Capital, LLC Schwab Fundamental U S Large C Transaction History
Apella Capital, LLC
- $2.54 Billion
- Q4 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 35,831 shares of FNDX stock, worth $873,201. This represents 0.03% of its overall portfolio holdings.
Number of Shares
35,831
Previous 11,931
200.32%
Holding current value
$873,201
Previous $856,000
0.93%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
598Shares Held
206MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.18 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$77.9 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$71.1 Million11.84% of portfolio
-
Charles Schwab Trust CO2.71MShares$66 Million5.63% of portfolio