Peachtree Investment Partners, LLC Schwab Fundamental U S Large C Transaction History
Peachtree Investment Partners, LLC
- $266 Million
- Q4 2024
A detailed history of Peachtree Investment Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Peachtree Investment Partners, LLC holds 86 shares of FNDX stock, worth $2,150. This represents 0.0% of its overall portfolio holdings.
Number of Shares
86Holding current value
$2,150% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
658Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.83 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC14.9MShares$374 Million1.03% of portfolio
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Signature Estate & Investment Advisors LLC10.4MShares$260 Million6.25% of portfolio
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Mc Adam, LLC9.11MShares$228 Million11.9% of portfolio
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Steele Capital Management, Inc. Dubuque, IA5.98MShares$150 Million7.37% of portfolio