Kmg Fiduciary Partners, LLC Schwab Fundamental U S Large C Transaction History
Kmg Fiduciary Partners, LLC
- $1.14 Billion
- Q3 2024
A detailed history of Kmg Fiduciary Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 19,560 shares of FNDX stock, worth $470,613. This represents 0.12% of its overall portfolio holdings.
Number of Shares
19,560Holding current value
$470,613% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
567Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.14 Billion1.68% of portfolio
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Captrust Financial Advisors Raleigh, NC4.33MShares$104 Million0.94% of portfolio
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Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
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Signature Estate & Investment Advisors LLC2.69MShares$64.8 Million4.53% of portfolio
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Northwest Bancshares, Inc. Warren, PA2.1MShares$50.5 Million23.99% of portfolio