Ironwood Investment Counsel, LLC Schwab Fundamental U S Large C Transaction History
Ironwood Investment Counsel, LLC
- $569 Million
- Q3 2024
A detailed history of Ironwood Investment Counsel, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Ironwood Investment Counsel, LLC holds 109,387 shares of FNDX stock, worth $2.69 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
109,387
Previous 93,291
17.25%
Holding current value
$2.69 Million
Previous $6.25 Million
25.62%
% of portfolio
1.38%
Previous 1.17%
Shares
26 transactions
Others Institutions Holding FNDX
# of Institutions
607Shares Held
232MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78.7 Million5.31% of portfolio