Crestone Asset Management LLC Schwab Fundamental U S Large C Transaction History

Crestone Asset Management LLC

$0
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Mar 12, 2021	SELL	$29.92 - $40.24 $264,612 - $355,882	-8,844 Closed	0 $0
Q1 2020 Mar 12, 2021	BUY	$27.15 - $43.59 $240,114 - $385,509	8,844 New	8,844 $277,000

Others Institutions Holding FNDX

# of Institutions

593

Shares Held

193M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.19 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$113 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$78 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$71.2 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$56.9 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestone Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestone Asset Management LLC with notifications on news.