Leavell Investment Management, Inc. Schwab Fundamental U S Large C Transaction History
Leavell Investment Management, Inc.
- $1.98 Billion
- Q1 2025
A detailed history of Leavell Investment Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Leavell Investment Management, Inc. holds 285,014 shares of FNDX stock, worth $7.06 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
285,014
Previous 277,346
2.76%
Holding current value
$7.06 Million
Previous $6.57 Million
2.47%
% of portfolio
0.34%
Previous 0.33%
Shares
15 transactions
Others Institutions Holding FNDX
# of Institutions
693Shares Held
591MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.64 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$385 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$200 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$192 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$184 Million4.69% of portfolio