Cornerstone Planning Group LLC Schwab Fundamental U S Large C Transaction History
Cornerstone Planning Group LLC
- $378 Billion
- Q3 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 1,309,618 shares of FNDX stock, worth $31.9 Million. This represents 8.26% of its overall portfolio holdings.
Number of Shares
1,309,618Holding current value
$31.9 Million% of portfolio
8.26%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
593Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.18 Billion1.82% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$77.8 Million5.31% of portfolio
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Mc Adam, LLC2.92MShares$71 Million11.84% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.33MShares$56.8 Million0.04% of portfolio