Kings Path Partners LLC Schwab Fundamental U S Large C Transaction History
Kings Path Partners LLC
- $204 Billion
- Q1 2025
A detailed history of Kings Path Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kings Path Partners LLC holds 85,368 shares of FNDX stock, worth $1.88 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
85,368
Previous 85,364
-0.0%
Holding current value
$1.88 Million
Previous $2.02 Billion
0.29%
% of portfolio
0.99%
Previous 0.86%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
672Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.65 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$329 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$229 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$201 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$133 Million7.44% of portfolio