Paragon Capital Management LTD Schwab Fundamental U S Large C Transaction History
Paragon Capital Management LTD
- $487 Million
- Q3 2024
A detailed history of Paragon Capital Management LTD transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Paragon Capital Management LTD holds 4,575 shares of FNDX stock, worth $111,630. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,575
Previous 4,575
-0.0%
Holding current value
$111,630
Previous $306,000
7.19%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
593Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.19 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$71.2 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$56.9 Million0.04% of portfolio