Red Tortoise LLC Schwab Fundamental U S Large C Transaction History
Red Tortoise LLC
- $192 Million
- Q1 2025
A detailed history of Red Tortoise LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Red Tortoise LLC holds 239,711 shares of FNDX stock, worth $5.42 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
239,711
Previous 217,256
10.34%
Holding current value
$5.42 Million
Previous $5.14 Million
10.01%
% of portfolio
2.94%
Previous 2.69%
Shares
14 transactions
Others Institutions Holding FNDX
# of Institutions
679Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.89 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$338 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$235 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$206 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$137 Million7.44% of portfolio