Avant Capital LLC Schwab Fundamental U S Large C Transaction History
Avant Capital LLC
- $119 Million
- Q4 2024
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 214,827 shares of FNDX stock, worth $5.33 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
214,827
Previous 68,199
215.0%
Holding current value
$5.33 Million
Previous $3.82 Million
33.27%
% of portfolio
4.28%
Previous 4.37%
Shares
9 transactions
Others Institutions Holding FNDX
# of Institutions
654Shares Held
573MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.75 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$371 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$258 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$226 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$148 Million7.37% of portfolio