Red Tortoise LLC Schwab Fundamental U S Large C Transaction History
Red Tortoise LLC
- $184 Million
- Q2 2024
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 73,305 shares of FNDX stock, worth $5.23 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
73,305
Previous 73,306
0.0%
Holding current value
$5.23 Million
Previous $4.94 Million
0.63%
% of portfolio
2.67%
Previous 2.75%
Shares
11 transactions
Others Institutions Holding FNDX
# of Institutions
563Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.29 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$309 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$196 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$192 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$150 Million23.99% of portfolio