Leonard Rickey Investment Advisors P.L.L.C. Schwab Fundamental U S Large C Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $407 Million
- Q2 2024
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 450,380 shares of FNDX stock, worth $32.2 Million. This represents 7.4% of its overall portfolio holdings.
Number of Shares
450,380
Previous 442,401
1.8%
Holding current value
$32.2 Million
Previous $29.8 Million
1.18%
% of portfolio
7.4%
Previous 7.7%
Shares
27 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.32 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$150 Million23.99% of portfolio