Pennsylvania Capital Management Inc Schwab Fundamental U S Large C Transaction History
Pennsylvania Capital Management Inc
- $258 Million
- Q2 2024
A detailed history of Pennsylvania Capital Management Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Pennsylvania Capital Management Inc holds 48,228 shares of FNDX stock, worth $3.45 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
48,228
Previous 42,779
12.74%
Holding current value
$3.45 Million
Previous $2.88 Million
12.07%
% of portfolio
1.25%
Previous 1.19%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
562Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.32 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
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Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$150 Million23.99% of portfolio