Kuhn & CO Investment Counsel Schwab Fundamental U S Large C Transaction History
Kuhn & CO Investment Counsel
- $111 Billion
- Q2 2024
A detailed history of Kuhn & CO Investment Counsel transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kuhn & CO Investment Counsel holds 8,802 shares of FNDX stock, worth $627,582. This represents 0.53% of its overall portfolio holdings.
Number of Shares
8,802
Previous 8,802
-0.0%
Holding current value
$627,582
Previous $593 Million
0.61%
% of portfolio
0.53%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
563Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.29 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$309 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$196 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$192 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$150 Million23.99% of portfolio