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

597

Shares Held

193M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.12 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$111 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$76.4 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$69.7 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$55.7 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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