Lgt Financial Advisors LLC Schwab Fundamental U S Large C Transaction History
Lgt Financial Advisors LLC
- $40.5 Billion
- Q3 2024
A detailed history of Lgt Financial Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 107 shares of FNDX stock, worth $2,569. This represents 0.02% of its overall portfolio holdings.
Number of Shares
107
Previous 106
0.94%
Holding current value
$2,569
Previous $7.07 Million
8.06%
% of portfolio
0.02%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.14 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.7 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56 Million0.04% of portfolio