Carnegie Capital Asset Management, LLC Schwab Fundamental U S Large C Transaction History
Carnegie Capital Asset Management, LLC
- $3.34 Billion
- Q3 2024
A detailed history of Carnegie Capital Asset Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Carnegie Capital Asset Management, LLC holds 9,936 shares of FNDX stock, worth $233,297. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,936
Previous 9,410
5.59%
Holding current value
$233,297
Previous $630,000
13.17%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
195MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.07 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$109 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$75.1 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$68.5 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$54.8 Million0.04% of portfolio