Rice Partnership, LLC Schwab Fundamental U S Large C Transaction History
Rice Partnership, LLC
- $512 Million
- Q4 2024
A detailed history of Rice Partnership, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Rice Partnership, LLC holds 3,286 shares of FNDX stock, worth $80,934. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,286
Previous 1,562
110.37%
Holding current value
$80,934
Previous $112,000
31.25%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
607Shares Held
232MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$224 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$147 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78.7 Million5.31% of portfolio