Litman Gregory Wealth Management LLC Schwab Fundamental U S Large C Transaction History
Litman Gregory Wealth Management LLC
- $1.13 Billion
- Q2 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 4,324 shares of FNDX stock, worth $302,550. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,324
Previous 4,324
-0.0%
Holding current value
$302,550
Previous $291,000
0.69%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.12 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$303 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$192 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$189 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$147 Million23.99% of portfolio