Vigilant Capital Management, LLC Schwab Fundamental U S Large C Transaction History
Vigilant Capital Management, LLC
- $1.34 Billion
- Q2 2023
A detailed history of Vigilant Capital Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Vigilant Capital Management, LLC holds 1,197 shares of FNDX stock, worth $29,266. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,197
Previous 1,197
-0.0%
Holding current value
$29,266
Previous $66,000
4.55%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding FNDX
# of Institutions
626Shares Held
516MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.61 Billion1.77% of portfolio
-
Mc Adam, LLC9.11MShares$223 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$146 Million7.37% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$113 Million1.01% of portfolio
-
Glassman Wealth Services4.51MShares$110 Million18.01% of portfolio