Leonard Rickey Investment Advisors P.L.L.C. Schwab Fundamental U S Large C Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $494 Million
- Q2 2025
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 1,450,178 shares of FNDX stock, worth $36.5 Million. This represents 7.2% of its overall portfolio holdings.
Number of Shares
1,450,178
Previous 1,426,942
1.63%
Holding current value
$36.5 Million
Previous $33.4 Million
6.67%
% of portfolio
7.2%
Previous 7.08%
Shares
31 transactions
Others Institutions Holding FNDX
# of Institutions
696Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.79 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$391 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$215 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$208 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$195 Million0.05% of portfolio