Your Advocates Ltd., LLP Schwab Fundamental U S Large C Transaction History
Your Advocates Ltd., LLP
- $189 Million
- Q4 2024
A detailed history of Your Advocates Ltd., LLP transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Your Advocates Ltd., LLP holds 728,599 shares of FNDX stock, worth $16.8 Million. This represents 9.14% of its overall portfolio holdings.
Number of Shares
728,599
Previous 243,361
199.39%
Holding current value
$16.8 Million
Previous $17.5 Million
1.2%
% of portfolio
9.14%
Previous 9.08%
Shares
21 transactions
Others Institutions Holding FNDX
# of Institutions
662Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.05 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$344 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$239 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$210 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$138 Million7.37% of portfolio