O'Shaughnessy Asset Management, LLC Schwab Fundamental U S Large C Transaction History
O'Shaughnessy Asset Management, LLC
- $8.9 Billion
- Q1 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 2,891 shares of FNDX stock, worth $196,443. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,891
Previous 1,508
91.71%
Holding current value
$196,443
Previous $93,000
108.6%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding FNDX
# of Institutions
517Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.69 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$205 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$181 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$176 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$170 Million0.05% of portfolio