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 $108,290. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,575
Previous 4,575
-0.0%
Holding current value
$108,290
Previous $306,000
7.19%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
571Shares Held
189MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.08 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$102 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$69 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$63.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$49.7 Million23.99% of portfolio