Atlas Capital Advisors LLC Schwab Fundamental U S Large C Transaction History
Atlas Capital Advisors LLC
- $770 Billion
- Q2 2024
A detailed history of Atlas Capital Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 38 shares of FNDX stock, worth $922. This represents 0.0% of its overall portfolio holdings.
Number of Shares
38
Previous 38
-0.0%
Holding current value
$922
Previous $2.56 Million
0.59%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
564Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.16 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$105 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$66.8 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$65.4 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$51 Million23.99% of portfolio