Lpl Financial LLC Schwab Fundamental U S Large C Transaction History
Lpl Financial LLC
- $196 Billion
- Q2 2024
A detailed history of Lpl Financial LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lpl Financial LLC holds 472,086 shares of FNDX stock, worth $11.4 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
472,086
Previous 430,758
9.59%
Holding current value
$11.4 Million
Previous $29 Million
8.93%
% of portfolio
0.02%
Previous 0.02%
Shares
29 transactions
Others Institutions Holding FNDX
# of Institutions
567Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.14 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$104 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.5 Million23.99% of portfolio