Cathy Pareto & Associates, Inc Schwab Fundamental U S Large C Transaction History
Cathy Pareto & Associates, Inc
- $109 Billion
- Q4 2024
A detailed history of Cathy Pareto & Associates, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 95,222 shares of FNDX stock, worth $2.34 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
95,222Holding current value
$2.34 Million% of portfolio
2.07%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
600Shares Held
207MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.21 Billion1.82% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$78.6 Million5.31% of portfolio
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Mc Adam, LLC2.92MShares$71.7 Million11.84% of portfolio
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Charles Schwab Trust CO2.71MShares$66.6 Million5.63% of portfolio