Cahill Financial Advisors Inc Schwab Fundamental U S Large C Transaction History
Cahill Financial Advisors Inc
- $715 Million
- Q4 2024
A detailed history of Cahill Financial Advisors Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 975,910 shares of FNDX stock, worth $21.6 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
975,910
Previous 321,021
204.0%
Holding current value
$21.6 Million
Previous $23 Million
0.32%
% of portfolio
3.23%
Previous 3.26%
Shares
32 transactions
Others Institutions Holding FNDX
# of Institutions
674Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.68 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$330 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$229 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$201 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$134 Million7.44% of portfolio