Avant Capital LLC Schwab Fundamental U S Large C Transaction History
Avant Capital LLC
- $87.4 Million
- Q3 2023
A detailed history of Avant Capital LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Avant Capital LLC holds 68,199 shares of FNDX stock, worth $4.89 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
68,199
Previous 67,286
1.36%
Holding current value
$4.89 Million
Previous $3.87 Million
1.45%
% of portfolio
4.37%
Previous 4.28%
Shares
8 transactions
Others Institutions Holding FNDX
# of Institutions
563Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.34 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$151 Million23.99% of portfolio