Pallas Capital Advisors LLC Schwab Fundamental U S Large C Transaction History
Pallas Capital Advisors LLC
- $2.31 Billion
- Q1 2024
A detailed history of Pallas Capital Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Pallas Capital Advisors LLC holds 142,917 shares of FNDX stock, worth $9.61 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
142,917
Previous 148,501
3.76%
Holding current value
$9.61 Million
Previous $9.2 Million
4.71%
% of portfolio
0.42%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
517Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.61 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$203 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$179 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$174 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$169 Million0.05% of portfolio