Kavar Capital Partners Group, LLC Schwab Fundamental U S Large C Transaction History
Kavar Capital Partners Group, LLC
- $590 Million
- Q4 2024
A detailed history of Kavar Capital Partners Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kavar Capital Partners Group, LLC holds 1,392,480 shares of FNDX stock, worth $34.3 Million. This represents 5.59% of its overall portfolio holdings.
Number of Shares
1,392,480
Previous 438,485
217.57%
Holding current value
$34.3 Million
Previous $31.5 Million
4.79%
% of portfolio
5.59%
Previous 4.99%
Shares
17 transactions
Others Institutions Holding FNDX
# of Institutions
660Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.68 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$368 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$256 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio