Greenline Partners, LLC Schwab Fundamental U S Large C Transaction History
Greenline Partners, LLC
- $675 Million
- Q1 2025
A detailed history of Greenline Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Greenline Partners, LLC holds 207 shares of FNDX stock, worth $5,154. This represents 0.0% of its overall portfolio holdings.
Number of Shares
207
Previous 4,692
95.59%
Holding current value
$5,154
Previous $111,000
96.4%
% of portfolio
0.0%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
707Shares Held
598MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.69 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$387 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$213 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$195 Million4.55% of portfolio