Kings Path Partners LLC Schwab Fundamental U S Large C Transaction History
Kings Path Partners LLC
- $248 Billion
- Q2 2025
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 85,987 shares of FNDX stock, worth $2.16 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
85,987
Previous 85,368
0.73%
Holding current value
$2.16 Million
Previous $2.02 Billion
4.69%
% of portfolio
0.85%
Previous 0.99%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
696Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.79 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$391 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$215 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$208 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$195 Million0.05% of portfolio