Kings Path Partners LLC Schwab Fundamental U S Large C Transaction History
Kings Path Partners LLC
- $234 Billion
- Q4 2024
A detailed history of Kings Path Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kings Path Partners LLC holds 85,364 shares of FNDX stock, worth $2.1 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
85,364
Previous 28,578
198.71%
Holding current value
$2.1 Million
Previous $2.05 Billion
1.43%
% of portfolio
0.86%
Previous 0.86%
Shares
3 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