L.K. Benson & Company, P.C. Schwab Fundamental U S Large C Transaction History
L.K. Benson & Company, P.C.
- $186 Billion
- Q3 2025
A detailed history of L.K. Benson & Company, P.C. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, L.K. Benson & Company, P.C. holds 26,631 shares of FNDX stock, worth $707,585. This represents 0.38% of its overall portfolio holdings.
Number of Shares
26,631
Previous 26,530
0.38%
Holding current value
$707,585
Previous $651 Million
7.58%
% of portfolio
0.38%
Previous 0.4%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
770Shares Held
631MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio