Kovitz Investment Group Partners, LLC Schwab Fundamental U S Large C Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 7,107 shares of FNDX stock, worth $169,288. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,107Holding current value
$169,288% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.11 Billion1.82% of portfolio
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Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
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Signature Estate & Investment Advisors LLC3.2MShares$76.1 Million5.31% of portfolio
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Mc Adam, LLC2.92MShares$69.5 Million11.84% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.6 Million0.04% of portfolio