Kowal Investment Group, LLC Schwab Fundamental U S Large C Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kowal Investment Group, LLC holds 5,114 shares of FNDX stock, worth $122,889. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,114
Previous 5,087
0.53%
Holding current value
$122,889
Previous $340,000
7.65%
% of portfolio
0.07%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding FNDX
# of Institutions
662Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.45 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$359 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$250 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$219 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$144 Million7.37% of portfolio