Pacifica Partners Inc. Schwab Fundamental U S Large C Transaction History

Pacifica Partners Inc.

$223 Million
Q1 2024

A detailed history of Pacifica Partners Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Pacifica Partners Inc. holds 1,067 shares of FNDX stock, worth $71,649. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,067

Holding current value

$71,649

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 12, 2024	BUY	$60.89 - $67.39 $64,969 - $71,905	1,067 New	1,067 $71,000

Others Institutions Holding FNDX

# of Institutions

517

Shares Held

183M

Call Options Held

Put Options Held

Charles Schwab Investment Advisory, Inc. San Francisco, CA

128M
Shares

$8.59 Billion
11.85% of portfolio
Captrust Financial Advisors Raleigh, NC

3.02M
Shares

$203 Million
0.68% of portfolio
Signature Estate & Investment Advisors LLC

2.66M
Shares

$179 Million
5.07% of portfolio
Mc Adam, LLC

2.58M
Shares

$174 Million
11.27% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$168 Million
0.05% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacifica Partners Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pacifica Partners Inc. with notifications on news.

Account

Pacifica Partners Inc. Schwab Fundamental U S Large C Transaction History