Patten & Patten Inc Schwab Fundamental U S Large C Transaction History
Patten & Patten Inc
- $1.39 Billion
- Q1 2024
A detailed history of Patten & Patten Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Patten & Patten Inc holds 5,606 shares of FNDX stock, worth $384,403. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,606
Previous 6,469
13.34%
Holding current value
$384,403
Previous $400,000
5.75%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
525Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.77 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$207 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$182 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$177 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$172 Million0.05% of portfolio