Tru North Capital Management, LLC Schwab Fundamental U S Large C Transaction History
Tru North Capital Management, LLC
- $290 Billion
- Q1 2024
A detailed history of Tru North Capital Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Tru North Capital Management, LLC holds 178,961 shares of FNDX stock, worth $12 Million. This represents 4.16% of its overall portfolio holdings.
Number of Shares
178,961Holding current value
$12 Million% of portfolio
4.16%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
516Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.57 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$202 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$178 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$173 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$168 Million0.05% of portfolio