Capasso Planning Partners LLC Schwab Fundamental U S Large C Transaction History
Capasso Planning Partners LLC
- $240 Million
- Q1 2024
A detailed history of Capasso Planning Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Capasso Planning Partners LLC holds 3,437 shares of FNDX stock, worth $245,882. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,437Holding current value
$245,882% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.32 Billion1.68% of portfolio
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Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
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Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
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Northwest Bancshares, Inc. Warren, PA2.1MShares$150 Million23.99% of portfolio