Garrett Investment Advisors LLC Schwab Fundamental U S Large C Transaction History
Garrett Investment Advisors LLC
- $941 Million
- Q4 2024
A detailed history of Garrett Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 19,554 shares of FNDX stock, worth $485,134. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,554
Previous 6,460
202.69%
Holding current value
$485,134
Previous $463,000
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
644Shares Held
546MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.75 Billion1.77% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$258 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$226 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$148 Million7.37% of portfolio
-
Northwest Bancshares, Inc. Warren, PA5.91MShares$147 Million26.0% of portfolio