Lodestar Private Asset Management LLC Schwab Fundamental U S Large C Transaction History
Lodestar Private Asset Management LLC
- $772 Million
- Q2 2024
A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 37,460 shares of FNDX stock, worth $2.59 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
37,460
Previous 35,800
4.64%
Holding current value
$2.59 Million
Previous $2.41 Billion
99.9%
% of portfolio
0.32%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding FNDX
# of Institutions
538Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.85 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$209 Million0.68% of portfolio
-
Mc Adam, LLC2.75MShares$190 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$186 Million4.53% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$173 Million0.05% of portfolio