Org Partners LLC Schwab Fundamental U S Large C Transaction History
Org Partners LLC
- $689 Million
- Q4 2024
A detailed history of Org Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Org Partners LLC holds 1,011 shares of FNDX stock, worth $25,082. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,011
Previous 337
200.0%
Holding current value
$25,082
Previous $24,000
4.17%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
656Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.75 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$371 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$258 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$226 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$148 Million7.37% of portfolio