Cornerstone Planning Group LLC Schwab Fundamental U S Large C Transaction History
Cornerstone Planning Group LLC
- $407 Billion
- Q4 2024
A detailed history of Cornerstone Planning Group LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,356,697 shares of FNDX stock, worth $32.6 Million. This represents 8.24% of its overall portfolio holdings.
Number of Shares
1,356,697
Previous 1,309,618
3.59%
Holding current value
$32.6 Million
Previous $31.3 Billion
7.33%
% of portfolio
8.24%
Previous 8.26%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
661Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.45 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$359 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$250 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$219 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$144 Million7.37% of portfolio