Litman Gregory Wealth Management LLC Schwab Fundamental U S Large C Transaction History
Litman Gregory Wealth Management LLC
- $1.19 Billion
- Q3 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 4,381 shares of FNDX stock, worth $104,355. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,381
Previous 4,324
1.32%
Holding current value
$104,355
Previous $289,000
8.65%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding FNDX
# of Institutions
598Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.11 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$111 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$76.1 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$69.5 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.6 Million0.04% of portfolio