L.K. Benson & Company, P.C. Schwab Fundamental U S Large C Transaction History
L.K. Benson & Company, P.C.
- $144 Billion
- Q1 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 26,360 shares of FNDX stock, worth $623,677. This represents 0.43% of its overall portfolio holdings.
Number of Shares
26,360
Previous 26,370
0.04%
Holding current value
$623,677
Previous $624 Million
0.33%
% of portfolio
0.43%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
693Shares Held
590MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.21 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$368 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$191 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$184 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$175 Million4.69% of portfolio